Gray PeckhamCRD Number: 5228428
Current Firm: Fidelity Personal And Workplace Advisors
Gray Peckham (CRD# 5228428) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwich, CT and has over 2 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Abbington Investment Group, LLC
|Fidelity Brokerage Services LLC||Greenwich, CT||Jun 2021 - Current||2|
|Northwestern Mutual Investment Services LLC||Fairfield, CT||Feb 2020 - Jun 2021||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Nov 2019 - Jun 2021||1|
|American Impact Capital Foundation||Fairfield, CT||Oct 2018 - Oct 2019||1|
|Unemployed||Fairfield, CT||Jun 2018 - Sep 2018||< 1|
|Precocity Capital||Stamford, CT||Dec 2015 - May 2018||2|
|Sustainable America||Stamford, CT||Apr 2012 - Dec 2015||3|
|Us Naval Reserve||Newport, RI||Sep 2004 - May 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2020|
|S65||NASAA Investment Advisors Law Examination||Aug 2021|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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