Unclaimed Profile

David P Gray

PARISI GRAY WEALTH MANAGEMENT, LLC·MENDHAM, New Jersey

SIE, Series 7, Series 66, Series 99TOCFPClean record18 years registeredPARISI GRAY WEALTH MANAGEMENT, LLC

5 COLD HILL ROAD S, MENDHAM, NJ 07945CRD# 5349909Firm CRD# 286388

Profile Verification

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

Identity

David P Gray · MENDHAM, NJ

Registration

CRD #5349909 · PARISI GRAY WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

PARISI GRAY WEALTH MANAGEMENT, LLC

Feb 2017 – present

OLIVER LUXXE ASSETS LLC

Dec 2016 – Oct 2017

GLADSTONE, NJ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2009 – Dec 2016

SHORT HILLS, NJ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2008 – May 2009

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · August 1, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARISI GRAY WEALTH MANAGEMENT, LLC

CRD 286388 · SEC 801-108904

AUM

$575M

Regulatory assets under management

Employees

1,000 client accounts

Services offered by PARISI GRAY WEALTH MANAGEMENT, 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 PARISI GRAY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David P Gray offer?

David P Gray specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MENDHAM, New Jersey for a consultation.

What are David P Gray's credentials?

David P Gray holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David P Gray located?

David P Gray is based in MENDHAM, New Jersey, working with PARISI GRAY WEALTH MANAGEMENT, LLC. Their office serves clients in the MENDHAM metropolitan area and surrounding communities.

How does David P Gray charge for services?

David P 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 PARISI GRAY WEALTH MANAGEMENT, LLC?

PARISI GRAY WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $575M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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