Zachary Gray, financial advisor Bourbonnais IL

Zachary Gray

CRD Number: 5278372
Current Firm: Rooted Wealth Advisors

Zachary Gray (CRD# 5278372) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bourbonnais, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Dec 2016 - Current 5
Rooted Wealth Advisors, Inc. Bourbonnais, IL Oct 2016 - Current 5
Wall Street Financial Group, Inc. Bourbonnais, IL Jun 2017 - Apr 2020 2
Noble Wealth Management Inc Dba Wall Street Financial Group Bourbonnais, IL Oct 2016 - Apr 2020 3
William C. Burnside & Company, Inc. Danville, IL Oct 2016 - Jun 2018 1
Country Insurance And Financial Services Clifton, IL Jun 2006 - Sep 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for Zachary B. Gray
Phone Number: 815-918-4727
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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