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Gary Eugene Douglas Alt

MONTEREY PRIVATE WEALTH, INC.·MONTEREY, California
Series 65Clean record23 years registeredMONTEREY PRIVATE WEALTH, INC.
2340 GARDEN ROAD, MONTEREY, CA 93940CRD# 4658169Firm CRD# 114572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Eugene Douglas Alt · MONTEREY, CA
Registration
CRD #4658169 · MONTEREY PRIVATE WEALTH, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Apr 2025 – present
MONTEREY PRIVATE WEALTH, INC.
May 2003 – Apr 2025
MONTEREY, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 1, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONTEREY PRIVATE WEALTH, INC.
CRD 114572 · SEC 801-61605
AUM
$1.0B
Regulatory assets under management
Employees
13
1,967 client accounts
Services offered by MONTEREY PRIVATE WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MONTEREY PRIVATE WEALTH, INC. →
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05

Frequently Asked Questions

What services does Gary Eugene Douglas Alt offer?
Gary Eugene Douglas Alt specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.
What are Gary Eugene Douglas Alt's credentials?
Gary Eugene Douglas Alt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Eugene Douglas Alt located?
Gary Eugene Douglas Alt is based in MONTEREY, California, working with MONTEREY PRIVATE WEALTH, INC.. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.
How does Gary Eugene Douglas Alt charge for services?
Gary Eugene Douglas Alt's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTEREY PRIVATE WEALTH, INC.?
MONTEREY PRIVATE WEALTH, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONTEREY PRIVATE WEALTH, INC.

Kenneth Burton Petersen
MONTEREY, CA
Cristofer Andres Cabanillas
MONTEREY, CA
Steven Charles Merrell
MONTEREY, CA

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