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Alex Michael Gregory

BETTER WAY LLC·BAL HARBOUR, Florida
Clean recordBETTER WAY LLC
10275 COLLINS AVENUE #702, BAL HARBOUR, FL 33154CRD# 2533644Firm CRD# 300305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alex Michael Gregory · BAL HARBOUR, FL
Registration
CRD #2533644 · BETTER WAY LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alex Michael Gregory is a registered financial advisor based in BAL HARBOUR, Florida, affiliated with BETTER WAY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BETTER WAY LLC
BETTER WAY LLC
AUM
$157M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BETTER WAY LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2533644
Firm CRD# 300305
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alex Michael Gregory offer?
Alex Michael Gregory specializes in Investment Management, Retirement Planning. Contact their office in BAL HARBOUR, Florida for a consultation.
What are Alex Michael Gregory's credentials?
Alex Michael Gregory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex Michael Gregory located?
Alex Michael Gregory is based in BAL HARBOUR, Florida, working with BETTER WAY LLC. Their office serves clients in the BAL HARBOUR metropolitan area and surrounding communities.
How does Alex Michael Gregory charge for services?
Alex Michael Gregory's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BETTER WAY LLC?
BETTER WAY LLC has approximately 1 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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