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Bryan Michael Gray

OAK CREST ADVISORY, LLC·ROCHESTER, New York
Unclaimed Profile
160 LINDEN OAKS, ROCHESTER, NY 14625CRD# 6731132Firm CRD# 304255
01

About

Bryan Michael Gray is a registered financial advisor based in ROCHESTER, New York, affiliated with OAK CREST ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OAK CREST ADVISORY, LLC
OAK CREST ADVISORY, LLC
AUM
$52M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OAK CREST ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6731132
Firm CRD# 304255
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryan Michael Gray offer?
Bryan Michael Gray specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.
What are Bryan Michael Gray's credentials?
Bryan Michael Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Michael Gray located?
Bryan Michael Gray is based in ROCHESTER, New York, working with OAK CREST ADVISORY, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Bryan Michael Gray charge for services?
Bryan Michael Gray's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK CREST ADVISORY, LLC?
OAK CREST ADVISORY, LLC has approximately 3 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAK CREST ADVISORY, LLC

Michael Thomas Strong
ROCHESTER, NY
Gregory Peter Mulbury
ROCHESTER, NY

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