Allied Private Wealth

Alex Lee is a financial advisor at Allied Private Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Sky Alpha Asset Advisors LLC, Oppenheimer & Co. Inc., and Morgan Stanley Private Bank. Allied Private Wealth serves primarily individual and high-net-worth clients, as well as employee benefit plans, offering services including discretionary portfolio management, financial planning, pension consulting, and advisory input on alternative investments. The firm employs a broad investment approach that incorporates fundamental and technical analysis, modern portfolio theory, and various trading strategies, supported by custodial platforms from Fidelity and Schwab.

John Entenberg is a financial advisor with Allied Private Wealth in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Allied Private Wealth primarily serves individual and high-net-worth clients, as well as employee benefit plans, offering discretionary portfolio management, financial planning, pension consulting, and advisory services on alternative and private equity investments. The firm uses a broad investment approach that includes fundamental and technical analysis, portfolio theory, and various trading strategies, supported by custodial platforms from Fidelity and Schwab.

Mara Schainuck is a financial advisor with Allied Private Wealth in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been affiliated with Morgan Stanley and its related entities since 2007. Schainuck is also the author of a forthcoming book titled *The Stockbroker*. Allied Private Wealth serves primarily individual and high-net-worth clients as well as employee benefit plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach that includes fundamental and technical analysis, portfolio theory, and various trading strategies, supported by custodial platforms from Fidelity and Schwab.