Michelle Gray, financial advisor Egg Harbor Township NJ

Michelle Gray

CRD Number: 6763193
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michelle Gray (CRD# 6763193) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Harbor Township, NJ Jan 2018 - Current 3
Michelle Gray Imagrey Solutions Aka Michelle Gray Egg Harbor Township, NJ Aug 2006 - Mar 2018 11
The Prudential Insurance Company Of America Egg Harbor Township, NJ Apr 2017 - Jan 2018 < 1
Pruco Securities, LLC Egg Harbor Township, NJ Feb 2017 - Jan 2018 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
S63 Uniform Securities State Law Examination Mar 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michelle R. Gray
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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