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Alex Michael Gregory

Investment adviser representative at Better Way LLC
16 yearsExperience
2 statesRegistered in
$107.3MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. Better Way LLCApr 2019 to now
  2. CitigroupMar 2010 to Apr 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, MA).

Better Way LLC

$107.3MAssets managed
4Clients
1Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2533644
Firm CRD
300305
Advisor's SEC record (opens in a new tab)
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