Unclaimed Profile

Vance Blair Gray

GRAY WEALTH MANAGEMENT, INC·BANGOR, Maine

Series 7, Series 63Clean record23 years registeredGRAY WEALTH MANAGEMENT, INC

128 BROADWAY, BANGOR, ME 04401CRD# 2144280Firm CRD# 142613

Profile Verification

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

Identity

Vance Blair Gray · BANGOR, ME

Registration

CRD #2144280 · GRAY WEALTH MANAGEMENT, INC · 23 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jan 2025 – present

VANCEGRAY WEALTH MANAGEMENT, INC.

Jan 2007 – Mar 2025

BANGOR, ME

TRIAD ADVISORS, INC.

Jan 2007 – Mar 2007

BANGOR, ME

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2002 – Jan 2007

BANGOR, ME

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · October 30, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAY WEALTH MANAGEMENT, INC

CRD 142613 · SEC 801-113303

AUM

$329M

Regulatory assets under management

Employees

2,066 client accounts

Services offered by GRAY WEALTH MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GRAY WEALTH MANAGEMENT, INC →

Introduction

Speak with Vance

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

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

Looking for a financial advisor in BANGOR?

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

Browse BANGOR Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Vance Blair Gray offer?

Vance Blair Gray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BANGOR, Maine for a consultation.

What are Vance Blair Gray's credentials?

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

Where is Vance Blair Gray located?

Vance Blair Gray is based in BANGOR, Maine, working with GRAY WEALTH MANAGEMENT, INC. Their office serves clients in the BANGOR metropolitan area and surrounding communities.

How does Vance Blair Gray charge for services?

Vance Blair 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 GRAY WEALTH MANAGEMENT, INC?

GRAY WEALTH MANAGEMENT, INC has approximately 11 employees and manages $329M 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 →