Shearer And Gray Investment Management LLC

Shearer And Gray Investment Management LLC (CRD# 148610) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $22,353,048 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $545,196
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

PA

Financial Advisors at Shearer And Gray Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael K. Gray
CRD#: 5634978
700 S. Henderson Rd, Suite 300c, King Of Prussia, PA 19406
93
Wealthminder
score

Michael Gray (CRD# 5634978) is an Investment Advisor Representative working at Shearer And Gray Investment Management LLC in King Of Prussia, PA and has over 9 years of experience in the finance industry.

2
Charles E. Shearer
CRD#: 2410375
700 S. Henderson Rd, Suite 300c, King Of Prussia, PA 19406
90
Wealthminder
score

Charles Shearer (CRD# 2410375) is an Investment Advisor Representative working at Shearer And Gray Investment Management LLC in King Of Prussia, PA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.