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Zachary Blake Gray

ROOTED WEALTH ADVISORS, INC.·BOURBONNAIS, Illinois
SIE, Series 6, Series 63, Series 65Clean record9 years registeredROOTED WEALTH ADVISORS, INC.
389 WILLIAM LATHAM R SENIOR DRIVE, BOURBONNAIS, IL 60914CRD# 5278372Firm CRD# 313759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Blake Gray · BOURBONNAIS, IL
Registration
CRD #5278372 · ROOTED WEALTH ADVISORS, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

ROOTED WEALTH ADVISORS
May 2021 – present
WALL STREET FINANCIAL GROUP, INC.
Jul 2017 – Apr 2020
Bourbonnais, IL
AE WEALTH MANAGEMENT, LLC
Dec 2016 – Sep 2021
BOURBONNAIS, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · December 27, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROOTED WEALTH ADVISORS, INC.
CRD 313759 · SEC 801-121129
AUM
$223M
Regulatory assets under management
Employees
11
1,909 client accounts
Services offered by ROOTED WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROOTED WEALTH ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Zachary Blake Gray offer?
Zachary Blake Gray specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BOURBONNAIS, Illinois for a consultation.
What are Zachary Blake Gray's credentials?
Zachary Blake Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Blake Gray located?
Zachary Blake Gray is based in BOURBONNAIS, Illinois, working with ROOTED WEALTH ADVISORS, INC.. Their office serves clients in the BOURBONNAIS metropolitan area and surrounding communities.
How does Zachary Blake Gray charge for services?
Zachary Blake Gray'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 ROOTED WEALTH ADVISORS, INC.?
ROOTED WEALTH ADVISORS, INC. has approximately 11 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROOTED WEALTH ADVISORS, INC.

Jerry Scott Fuesel
BOURBONNAIS, IL

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