Amy Lorenzo Alpert
CFP®Professional Summary
Amy Lorenzo Alpert, CFP®, who also goes by Amy Alpert, Amy Louise Lorenzo, is a registered financial advisor currently at GRAY PRIVATE WEALTH, LLC located in Canton, Massachusetts. Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Amy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Amy Alpert, Amy Louise Lorenzo
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
GRAY EQUITY MANAGEMENT, LLC | GRAY PRIVATE WEALTH, LLC
Contact Information
Main Address
150 Royall Street Suite 102, Canton, MA 02021Phone Number
(781) 232-2020# of Employees
8SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
296AUM (Assets Under Management)
$540,678,977Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
GRAY EQUITY MANAGEMENT, LLC | GRAY PRIVATE WEALTH, LLC
State Registrations and Notice Filings
(7/26/2023)
(1/5/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Amy Lorenzo Alpert's CRS (Customer Relationship Summary).
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