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Tyler Allen Gray

SAGEOAK FINANCIAL, LLC·TULSA, Oklahoma
Series 65Clean record13 years registeredSAGEOAK FINANCIAL, LLC
6964 S. 69TH EAST AVE., TULSA, OK 74133-1738CRD# 6163683Firm CRD# 166927

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tyler Allen Gray · TULSA, OK
Registration
CRD #6163683 · SAGEOAK FINANCIAL, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

SAGEOAK FINANCIAL, LLC
Mar 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 22, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAGEOAK FINANCIAL, LLC
CRD 166927 · SEC 801-122855
AUM
$129M
Regulatory assets under management
Employees
3
621 client accounts
Services offered by SAGEOAK FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SAGEOAK FINANCIAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Tyler Allen Gray offer?
Tyler Allen Gray specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Tyler Allen Gray's credentials?
Tyler Allen Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tyler Allen Gray located?
Tyler Allen Gray is based in TULSA, Oklahoma, working with SAGEOAK FINANCIAL, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Tyler Allen Gray charge for services?
Tyler Allen Gray's firm is compensated through percentage of aum, subscription fees, other: percentage of client net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGEOAK FINANCIAL, LLC?
SAGEOAK FINANCIAL, LLC has approximately 3 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAGEOAK FINANCIAL, LLC

Stan Ray Rickner
TULSA, OK
Steven Wayne Ellis
TULSA, OK
CFP

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Nearby cities in Oklahoma
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Research
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