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Alexandra Amoruso Kennedy

Lifeworks Advisors, LLC

Grand Rapids, MI

Wayne, NJ

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Current Employers
Lifeworks Advisors, Llc

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-15
  • NJ RA
    APPROVED
    Since 2026-01-15

Branch Locations

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States

Wayne, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Investment Management, Inc. New York NY 12/2015 04/2023
Rockefeller Capital Management New York NY 04/2023 07/2025
Lifeworks Advisors, Llc Wayne NJ 01/2026 Present
Unemployed N/A XX 08/2025 12/2025
  • 12/2015 → 04/2023
    First Republic Investment Management, Inc.
    New York, NY
  • 04/2023 → 07/2025
    Rockefeller Capital Management
    New York, NY
  • 01/2026 → Present
    Lifeworks Advisors, Llc
    Wayne, NJ
  • 08/2025 → 12/2025
    Unemployed
    N/A, XX
Previous Registrations
  • 2023-04-19 → 2025-07-21
    Rockefeller Financial Llc
    New York, NY
  • 2017-11-14 → 2023-05-16
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-07
  • S66 Uniform Combined State Law Examination
    2017-11-07
Designations
Other Names
  • Alex R. Amoruso
  • Alexandra Amoruso Kennedy
  • Alex R. Kennedy
  • Alexandra R Amoruso
  • Alexandra Renee Amoruso

View on SEC IAPD

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