Unclaimed Profile

David Lawrence Grey

FAMILY FIDUCIARY SERVICES, INC.·BEVERLY, Massachusetts

Series 65Clean record22 years registeredFAMILY FIDUCIARY SERVICES, INC.

900 CUMMINGS CENTER, BEVERLY, MA 01915CRD# 4733223Firm CRD# 146339

Profile Verification

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

Identity

David Lawrence Grey · BEVERLY, MA

Registration

CRD #4733223 · FAMILY FIDUCIARY SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

FAMILY FIDUCIARY SERVICES, INC.

Apr 2008 – present

GREY INVESTMENTS LLC

Dec 2005 – Feb 2019

BEVERLY, MA

DAVID L. GREY INVESTMENT COUNSEL

Feb 2004 – Dec 2004

SALEM, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 13, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAMILY FIDUCIARY SERVICES, INC.

CRD 146339 · SEC 801-119095

AUM

$175M

Regulatory assets under management

Employees

81 client accounts

Services offered by FAMILY FIDUCIARY SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FAMILY FIDUCIARY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does David Lawrence Grey offer?

David Lawrence Grey specializes in Investment Management, Fee-Only Advisory. Contact their office in BEVERLY, Massachusetts for a consultation.

What are David Lawrence Grey's credentials?

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

Where is David Lawrence Grey located?

David Lawrence Grey is based in BEVERLY, Massachusetts, working with FAMILY FIDUCIARY SERVICES, INC.. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.

How does David Lawrence Grey charge for services?

David Lawrence 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 FAMILY FIDUCIARY SERVICES, INC.?

FAMILY FIDUCIARY SERVICES, INC. has approximately 7 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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