Brian GrayCRD Number: 3069145
Current Firm: Richardson Financial Services
Brian Gray (CRD# 3069145) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 9 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|First Allied Securities||San Diego, CA||Apr 2015 - Current||2|
|Richardson Financial Services||Medway, MA||Apr 2015 - Current||2|
|Fund Evaluation Group, LLC||Cincinnati, OH||Apr 2010 - Mar 2015||4|
|Hirtle Callaghan & Company, Inc.||West Conshohocken, PA||Jun 2007 - Apr 2010||2|
|Pelagos Capital Management LLC||Boston, MA||Oct 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2015|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management71MILLIONS
Total Number of Accounts624ACCOUNTS
Average Account Value$113,797
- 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)
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