Unclaimed Profile

Kevin Leverne Gray

LODESTAR PRIVATE ASSET MANAGEMENT LLC·ALAMO, California

Series 6, Series 7, Series 8, Series 63Clean record29 years registeredLODESTAR PRIVATE ASSET MANAGEMENT LLC

3201 DANVILLE BLVD, ALAMO, CA 94507CRD# 2176604Firm CRD# 107638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Leverne Gray · ALAMO, CA

Registration

CRD #2176604 · LODESTAR PRIVATE ASSET MANAGEMENT LLC · 29 years registered

Brand Profile

Not yet started

Career History

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Jun 2011 – present

CHARLES SCHWAB & CO., INC.

Jul 1997 – Oct 2009

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 8

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LODESTAR PRIVATE ASSET MANAGEMENT LLC

CRD 107638 · SEC 801-37511

AUM

$980M

Regulatory assets under management

Employees

1,687 client accounts

Services offered by LODESTAR PRIVATE ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LODESTAR PRIVATE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Leverne Gray offer?

Kevin Leverne Gray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALAMO, California for a consultation.

What are Kevin Leverne Gray's credentials?

Kevin Leverne Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Leverne Gray located?

Kevin Leverne Gray is based in ALAMO, California, working with LODESTAR PRIVATE ASSET MANAGEMENT LLC. Their office serves clients in the ALAMO metropolitan area and surrounding communities.

How does Kevin Leverne Gray charge for services?

Kevin Leverne Gray's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LODESTAR PRIVATE ASSET MANAGEMENT LLC?

LODESTAR PRIVATE ASSET MANAGEMENT LLC has approximately 8 employees and manages $980M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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