Gary Eugene Douglas Alt

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 03/2025
  Monterey Private Wealth, Inc.
  Monterey, CA
• 04/2025 → Present
  Creative Planning, Llc
  Monterey, CA

Previous Registrations

• 2003-05-01 → 2025-04-21
  Monterey Private Wealth, Inc.
  Pleasanton, CA
  Monterey, CA
  Queen Creek, AZ
  Pleasanton, CA

Other Businesses

Name: n/a; Investment Related: Yes; Address of other business: 2721 3rd Ave, Marina, CA 93933; Nature of other business: Residential real estate; Title/relationship: owner; Start date of relationship: 11/2019; Approximate number of hours/month devoted to other business: 1; number of hours/month devoted to other business during securities trading hours: 0; Duties: property management. Name: Top Floor Investors, LLC; Investment Related: Yes: Address of other business: 2340 Garden Road, Suite 202, Monterey, CA 93940; Nature of other business: Commercial real estate; Position: Member; Title/relationship: 33.33% owner; Start date of relationship: 8/2012; Approximate hours/month devoted to other business; 1; number of hours/month devoted to other business during securities trading hours: 0; Duties: property management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-11

Designations

• Certified Financial Planner

Other Names

• Gary E.D. Alt