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Alex Michael Gregory

BETTER WAY LLC·BAL HARBOUR, Florida
SIE, Series 7, Series 31, Series 63, Series 65Clean record3 years registeredBETTER 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 · 3 years registered
Brand Profile
Not yet started
01

Career History

BETTER WAY LLC
Jun 2023 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · June 21, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BETTER WAY LLC
CRD 300305 · SEC 801-127907
AUM
$157M
Regulatory assets under management
Employees
1
5 client accounts
Services offered by BETTER WAY LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at BETTER WAY LLC →
Introduction

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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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