Gray Private Wealth, LLC

Gray Private Wealth, LLC (CRD# 128547) is a financial advisory firm headquartered in Canton, MA. They manage $395,903,370 in 260 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
150 Royall Street, Suite 102, Canton, MA 02021
https://www.linkedin.com/company/gray-private-wealthllc
By the Numbers
  • Total Assets Under Management
    396
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $1,522,705
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, PA, RI, TX

Financial Advisors at Gray Private Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Branch, financial advisor Canton MA
James E. Branch
CRD#: 703945
150 Royall Street, Suite 102, Canton, MA 02021

James Branch (CRD# 703945) is an Investment Advisor Representative working at Gray Private Wealth, LLC in Canton, MA and has over 26 years of experience in the finance industry.

2
Paul Gerry, financial advisor Canton MA
Paul J. Gerry
CRD#: 3265140
150 Royall Street, Suite 102, Canton, MA 02021

Paul Gerry (CRD# 3265140) is an Investment Advisor Representative working at Gray Private Wealth, LLC in Canton, MA and has over 24 years of experience in the finance industry.

3
Justin Klunder, financial advisor Canton MA
Justin J. Klunder
CRD#: 6318094
150 Royall Street, Suite 102, Canton, MA 02021

Justin Klunder (CRD# 6318094) is an Investment Advisor Representative working at Gray Private Wealth, LLC in Canton, MA and has over 8 years of experience in the finance industry.

4
Austin Russell, financial advisor Canton MA
Austin R. Russell
CRD#: 6858535
150 Royall Street, Suite 102, Canton, MA 02021

Austin Russell (CRD# 6858535) is an Investment Advisor Representative working at Gray Private Wealth, LLC in Canton, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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