Unclaimed Profile

Paul Joseph Gerry

GRAY PRIVATE WEALTH, LLC·CANTON, Massachusetts

SIE, Series 7, Series 66Clean record25 years registeredGRAY PRIVATE WEALTH, LLC

150 ROYALL STREET, CANTON, MA 02021CRD# 3265140Firm CRD# 128547

Profile Verification

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

Identity

Paul Joseph Gerry · CANTON, MA

Registration

CRD #3265140 · GRAY PRIVATE WEALTH, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRAY PRIVATE WEALTH, LLC

GRAY PRIVATE WEALTH, LLC

Apr 2008 – Feb 2026

CANTON, MA

1ST GLOBAL ADVISORS INC

Oct 2000 – Feb 2018

CANTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 8, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAY PRIVATE WEALTH, LLC

CRD 128547 · SEC 801-112720

AUM

$396M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Paul Joseph Gerry offer?

Paul Joseph Gerry specializes in Financial Planning, Investment Management.

What are Paul Joseph Gerry's credentials?

Paul Joseph Gerry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Joseph Gerry located?

Paul Joseph Gerry is based in CANTON, Massachusetts, last registered with GRAY PRIVATE WEALTH, LLC.

How does Paul Joseph Gerry charge for services?

Paul Joseph Gerry'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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