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Amy Lorenzo Alpert

Gray Private Wealth, LLC

Canton, MA

CRD 6426833

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Employer firm

Gray Private Wealth, LLC CRD 128547

$541M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Gray Private Wealth, Llc

150 Royall Street Suite 102, Canton, MA 02021 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-07-26
TX RA APPROVED 2023-01-05
  • MA RA
    APPROVED
    Since 2023-07-26
  • TX RA
    APPROVED
    Since 2023-01-05

Branch Locations

150 Royall Street Suite 102, Canton, MA 02021 • 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
New England Private Wealth Advisors Wellesley MA 04/2016 03/2017
Unemployed Wellesley MA 04/2017 10/2017
R Miller And Associates Wellesley MA 10/2017 04/2021
Gray Private Wealth, Llc Canton MA 04/2021 Present
  • 04/2016 → 03/2017
    New England Private Wealth Advisors
    Wellesley, MA
  • 04/2017 → 10/2017
    Unemployed
    Wellesley, MA
  • 10/2017 → 04/2021
    R Miller And Associates
    Wellesley, MA
  • 04/2021 → Present
    Gray Private Wealth, Llc
    Canton, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-15
  • S66 Uniform Combined State Law Examination
    2015-06-15
Designations
  • Certified Financial Planner
Other Names
  • Amy Louise Lorenzo
  • Amy Alpert

View on SEC IAPD

Nearby Firms

STRATEGIC FINANCIAL ALLIANCE, LLC
COMMONWEALTH FINANCIAL NETWORK
EXCHANGE PLACE ADVISORS, LLC

Nearby Investors

MICHAEL ERIC SLY
ROBERT E NADOLNY
BENJAMIN STUDLEY MAGOUN

Nearby Offices

STRATEGIC FINANCIAL ALLIANCE, LLC · CANTON, MA
COMMONWEALTH FINANCIAL NETWORK · Canton, MA
COMMONWEALTH FINANCIAL NETWORK · CANTON, MA

More in Canton, MA

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