Paul Gerry (CRD# 3265140) is an Investment Advisor Representative working at Gray Private Wealth, LLC in Canton, MA and has over 24 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gray, Gray & Gray, LLP | Canton, MA | Feb 2008 - Current | 16 |
| Gray Private Wealth, LLC | Canton, MA | Feb 2008 - Current | 16 |
| 1st Global Insurance Services | Canton, MA | Jun 2007 - Jan 2018 | 10 |
| 1st Global Advisors, Inc. | Canton, MA | Sep 2000 - Jan 2018 | 17 |
| 1st Global Capital Corp | Canton, MA | Dec 1999 - Jan 2018 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2000 |
- MA
-
Total Assets Under Management396MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$1,522,705
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, PA, RI, TX
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