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Detailed Report
Amy Lorenzo Alpert
AMY ALPERT, AMY LOUISE LORENZO
CRD#: 6426833
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Investment Adviser
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Previous Broker
GRAY PRIVATE WEALTH, LLCCRD#: 128547 150 ROYALL STREET
SUITE 102
CANTON, MA 02021
Registration History
201520162017201820192020202120222023202420252026IAGRAY PRIVATE WEALTH, LLC (CRD# 128547)2023 - Present (2 years)BAMERIPRISE FINANCIAL SERVICES, LLC (CRD# 6363)2017 - 2021 (3 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2015 - 2016 (1 year)IAAMERIPRISE FINANCIAL SERVICES, LLC (CRD# 6363)2020 - 2021 (<1 year)IANEW ENGLAND PRIVATE WEALTH ADV... (CRD# 133790)2016 - 2017 (<1 year)
License(s)

State Registrations

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Massachusetts 7/26/2023
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Texas 1/5/2023
Current Registration(s)
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GRAY PRIVATE WEALTH, LLC (CRD#:128547)
150 ROYALL STREET SUITE 102, CANTON, MA 02021
Registered with this firm since 1/5/2023
Previous Registration(s)
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 06/29/2020 - 04/12/2021 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) Wellesley, MA
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 11/07/2017 - 04/12/2021 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) Wellesley, MA
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 10/31/2016 - 03/30/2017 NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC (CRD#:133790) WELLESLEY, MA
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 01/20/2015 - 04/20/2016 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) NORTH ANDOVER, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.