Aaron Grey, financial advisor Denver CO
101 score

Aaron Grey

CRD Number: 4719887
Current Firm: Denver Money Manager, LLC

Aaron Grey (CRD# 4719887) is an Investment Advisor Representative working at Denver Money Manager, LLC in Denver, CO and has over 12 years of experience in the finance industry. Aaron Grey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Buckingham Asset Management, LLC Clayton, MO Jan 2016 - Current 2
Denver Money Manager, LLC Denver, CO Sep 2003 - Dec 2015 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Aaron D. Grey
Phone Number:
Registered State(s):
  • CO
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
  • Pension consulting services
Types of Clients
Registered States


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