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Justin James Klunder

GRAY PRIVATE WEALTH, LLC·CANTON, Massachusetts
SIE, Series 7, Series 66CFAClean record12 years registeredGRAY PRIVATE WEALTH, LLC
150 ROYALL STREET, CANTON, MA 02021CRD# 6318094Firm CRD# 128547

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin James Klunder · CANTON, MA
Registration
CRD #6318094 · GRAY PRIVATE WEALTH, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

GRAY PRIVATE WEALTH, LLC
Apr 2016 – present
1ST GLOBAL ADVISORS INC
Feb 2016 – Feb 2018
CANTON, MA
VERITABLE LP
Apr 2014 – Aug 2015
NEWTOWN SQUARE, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 17, 2014
Years registered · 12
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRAY PRIVATE WEALTH, LLC
CRD 128547 · SEC 801-112720
AUM
$396M
Regulatory assets under management
Employees
8
260 client accounts
Services offered by GRAY PRIVATE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GRAY PRIVATE WEALTH, LLC →
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05

Frequently Asked Questions

What services does Justin James Klunder offer?
Justin James Klunder specializes in Financial Planning, Investment Management. Contact their office in CANTON, Massachusetts for a consultation.
What are Justin James Klunder's credentials?
Justin James Klunder holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Justin James Klunder located?
Justin James Klunder is based in CANTON, Massachusetts, working with GRAY PRIVATE WEALTH, LLC. Their office serves clients in the CANTON metropolitan area and surrounding communities.
How does Justin James Klunder charge for services?
Justin James Klunder'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 PRIVATE WEALTH, LLC?
GRAY PRIVATE WEALTH, LLC has approximately 8 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRAY PRIVATE WEALTH, LLC

Daniel Charles Romano
CANTON, MA
Paul Joseph Gerry
CANTON, MA
Stephen Vincent Kenney
CANTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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