Gray Equity Management, LLC

Gray Equity Management, LLC (CRD# 128547) is a financial advisory firm headquartered in Canton, MA. They manage $86,058,989 in 230 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $374,170
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Gray Equity Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul J. Gerry
CRD#: 3265140
150 Royall Street, Suite 102, Canton, MA 02021
93
Wealthminder
score

Paul Gerry (CRD# 3265140) is an Investment Advisor Representative working at Gray Equity Management, LLC in Canton, MA and has over 18 years of experience in the finance industry.

2
Daniel C. Romano
CRD#: 2888986
34 Southwest Park, Westwood, MA 02090
93
Wealthminder
score

Daniel Romano (CRD# 2888986) is an Investment Advisor Representative working at Gray Equity Management, LLC in Westwood, MA and has over 20 years of experience in the finance industry.

3
Justin J. Klunder
CRD#: 6318094
150 Royall Street, Suite 102, Canton, MA 02021
92
Wealthminder
score

Justin Klunder (CRD# 6318094) is an Investment Advisor Representative working at Gray Equity Management, LLC in Canton, MA and has over 2 years of experience in the finance industry.

4
James E. Branch
CRD#: 703945
150 Royall Street, Suite 102, Canton, MA 02021
86
Wealthminder
score

James Branch (CRD# 703945) is an Investment Advisor Representative working at Gray Equity Management, LLC in Canton, MA and has over 20 years of experience in the finance industry. James Branch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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