Amy Lorenzo Alpert
Investment adviser representative at Gray Private Wealth, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$540.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Gray Private Wealth, LLCApr 2021 to now
- R Miller and AssociatesOct 2017 to Apr 2021
- UnemployedApr 2017 to Oct 2017
- New England Private Wealth AdvisorsApr 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Gray Private Wealth, LLC
$540.7MAssets managed
296Clients
3Advisers
8 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
- 6426833
- Firm CRD
- 128547