Unclaimed Profile

Robert Edmund Grey

DENVER MONEY MANAGER, LLC·DENVER, Colorado

Series 1, Series 7, Series 24Clean record27 years registeredDENVER MONEY MANAGER, LLC

1401 WEWATTA STREET #110, DENVER, CO 80202CRD# 702255Firm CRD# 106462

Profile Verification

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

Identity

Robert Edmund Grey · DENVER, CO

Registration

CRD #702255 · DENVER MONEY MANAGER, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DENVER MONEY MANAGER, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

Jul 2017 – May 2024

DENVER, CO

DENVER MONEY MANAGER, LLC

Jan 1999 – Jan 2016

LITTLETON, CO

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DENVER MONEY MANAGER, LLC

CRD 106462 · SEC 801-21562

AUM

$153M

Regulatory assets under management

Employees

465 client accounts

Services offered by DENVER MONEY MANAGER, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DENVER MONEY MANAGER, LLC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Edmund Grey offer?

Robert Edmund Grey specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Robert Edmund Grey's credentials?

Robert Edmund Grey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Edmund Grey located?

Robert Edmund Grey is based in DENVER, Colorado, last registered with DENVER MONEY MANAGER, LLC.

How does Robert Edmund Grey charge for services?

Robert Edmund Grey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DENVER MONEY MANAGER, LLC?

DENVER MONEY MANAGER, LLC has approximately 4 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →