Amy Lorenzo Alpert
Investment Adviser Representative at GRAY Private Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Amy Lorenzo Alpert is an investment adviser representative with GRAY Private Wealth, LLC in Canton, MA, where they have been registered since 2023. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Ameriprise Financial Services, LLC and NEW England Private Wealth Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NEW England Private Wealth AdvisorsApr 2016 – Mar 2017Wellesley, MA
- UnemployedApr 2017 – Oct 2017Wellesley, MA
- R Miller and AssociatesOct 2017 – Apr 2021Wellesley, MA
- Gray Private Wealth, LLCApr 2021 – no end date reportedCanton, MA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About GRAY Private Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive private wealth management services including asset management, investment selection, asset allocation strategies, asset location for tax-efficiency, cash flow modeling, gifting and estate planning strategies, education funding, and retirement planning. Clients may also access strategic tax planning and accounting services through affiliate Gray, Gray & Gray, LLP, and investment banking services including mergers & acquisitions and institutional capital raising through affiliate Gray Strategic Partners, LLC.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Canton, MA
- SEC file number:
- 801-112720
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at GRAY Private Wealth, LLC
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amy Lorenzo Alpert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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