Aaron Grey, financial advisor Denver CO

Aaron Grey

CRD Number: 4719887
Current Firm: Buckingham Strategic Wealth, LLC

Aaron Grey (CRD# 4719887) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Denver, CO and has over 18 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
Bam Management, LLC Clayton, MO Oct 2021 - Current 2
Buckingham Strategic Wealth, LLC Clayton, MO Jan 2016 - Current 8
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
By the Numbers
  • Total Assets Under Management
    24,329
    MILLIONS
  • Total Number of Accounts
    46,117
    ACCOUNTS
  • Average Account Value
    $527,560
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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