Unclaimed Profile

Melissa Ann Gray

TRUE NORTH RETIREMENT ADVISORS, LLC·CLACKAMAS, Oregon

Clean recordTRUE NORTH RETIREMENT ADVISORS, LLC

10151 SE SUNNYSIDE ROAD, #400, CLACKAMAS, OR 97015CRD# 5204067Firm CRD# 290885

Profile Verification

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

Identity

Melissa Ann Gray · CLACKAMAS, OR

Registration

CRD #5204067 · TRUE NORTH RETIREMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Melissa Ann Gray is a registered financial advisor based in CLACKAMAS, Oregon, affiliated with TRUE NORTH RETIREMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TRUE NORTH RETIREMENT ADVISORS, LLC

AUM

$357M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRUE NORTH RETIREMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5204067

Firm CRD# 290885

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Melissa Ann Gray offer?

Melissa Ann Gray specializes in Financial Planning, Investment Management. Contact their office in CLACKAMAS, Oregon for a consultation.

What are Melissa Ann Gray's credentials?

Melissa Ann Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Ann Gray located?

Melissa Ann Gray is based in CLACKAMAS, Oregon, working with TRUE NORTH RETIREMENT ADVISORS, LLC. Their office serves clients in the CLACKAMAS metropolitan area and surrounding communities.

How does Melissa Ann Gray charge for services?

Melissa Ann 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 TRUE NORTH RETIREMENT ADVISORS, LLC?

TRUE NORTH RETIREMENT ADVISORS, LLC has approximately 8 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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