Alan Gray, financial advisor Wellesley MA
93 score

Alan Gray

CRD Number: 1061219
Current Firm: Wellesley Investment Advisors, Inc.

Alan Gray (CRD# 1061219) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Northern Lights Distributors, LLC Omaha, NE Feb 2013 - Current 3
Wellesley Investment Advisors, Inc. Wellesley, MA Jan 2013 - Current 3
Foreside Fund Services, LLC Northbrook, IL Feb 2012 - Jan 2013 < 1
Access Distribution Partners, LLC Wilmington, DE Jan 2012 - Jan 2013 1
Alan Gray Financial Services Northbrook, IL Feb 2009 - Jan 2012 2
Piedmont Capital Distributors, LLC Northbrook, IL Oct 2010 - Dec 2011 1
Summit Capital Investment Group Cleveland, OH Jul 2006 - Nov 2008 2
Fund For Builders Northbrook, IL Feb 2005 - Feb 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Alan I. Gray
Phone Number: 781-416-4000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,319
    MILLIONS
  • Total Number of Accounts
    1,888
    ACCOUNTS
  • Average Account Value
    $1,228,268
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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