Alexandra Kennedy has been an investment adviser representative at Lifeworks Advisors since January 2026, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Alexandra Kennedy’s longest registration was 5 years at First Republic Investment Management, Inc. (2017–2023). Before joining Lifeworks Advisors in 2026, Alexandra Kennedy was registered through Rockefeller Capital Management and First Republic Investment Management, Inc.
- Lifeworks Advisors, LLCCurrent– present · under a yearWayne, NJ · Adviser representative · Firm CRD 288255
- Rockefeller Capital Management– · 2 yearsNew York, NY · Adviser representative · Firm CRD 291361
- First Republic Investment Management, Inc.– · 5 yearsNew York, NY · Adviser representative · Firm CRD 108559
Investment adviser representative registrations
Alexandra Kennedy is registered as an investment adviser representative in New Jersey, since January 2026.
- New JerseySince 15 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 November 2017 |
| Series 7 | General Securities Representative Examination | 18 June 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alexandra Amoruso Kennedy
- CRD
- 5877725
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- Wayne, NJ
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexandra Kennedy work?
Alexandra Kennedy is an investment adviser representative registered through Lifeworks Advisors, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Alexandra Kennedy a financial advisor?
Yes. Alexandra Kennedy has a current investment-adviser registration in New Jersey, through Lifeworks Advisors since January 2026.
How many years of experience does Alexandra Kennedy have?
Alexandra Kennedy has 9 years in the financial industry, since December 2016, across 3 adviser firms.
What exams has Alexandra Kennedy passed?
Alexandra Kennedy has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2016. FINRA credited Alexandra Kennedy with the SIE, which began in October 2018.
Where did Alexandra Kennedy work before Lifeworks Advisors?
Before Lifeworks Advisors, Alexandra Kennedy was registered through Rockefeller Capital Management, April 2023 to July 2025; First Republic Investment Management, Inc., November 2017 to May 2023.
Where is Alexandra Kennedy based?
Alexandra Kennedy’s registered office is in Wayne, NJ.
Is Alexandra Kennedy registered with FINRA?
No. Alexandra Kennedy has no current broker registration.
How can I verify Alexandra Kennedy’s record?
Search CRD 5877725 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexandra Kennedy’s full registration record.
