Calypso Gray, financial advisor Salt Lake City UT

Calypso Gray

CRD Number: 6733076
Current Firm: Wells Fargo Clearing Services, LLC

Calypso Gray (CRD# 6733076) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Salt Lake City, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Salt Lake City, UT May 2019 - Current 1
South Mountain Pet Care Draper, UT Jun 2018 - May 2019 < 1
The Home Depot American Fork, UT Apr 2018 - Jun 2018 < 1
Ulta Beauty American Fork, UT Mar 2018 - Apr 2018 < 1
Morgan Stanley South Jordan, UT Oct 2017 - Jan 2018 < 1
E*trade Securities, LLC Sandy, UT Mar 2017 - Aug 2017 < 1
Tsr Sandy, UT Nov 2016 - Mar 2017 < 1
Precision Medical Ucfp Provo, UT May 2014 - Nov 2016 2
Jcpenney Provo, UT Apr 2013 - Feb 2015 1
Mcdonalds Provo, UT Mar 2007 - Mar 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
Contact Info for Calypso Gray
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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