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Melissa Ann Gray

TRUE NORTH RETIREMENT ADVISORS, LLC·CLACKAMAS, Oregon
SIE, Series 7, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TRUE NORTH RETIREMENT ADVISORS, LLC
CRD 290885 · SEC 801-112242
AUM
$357M
Regulatory assets under management
Employees
8
1,169 client accounts
Services offered by TRUE NORTH RETIREMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TRUE NORTH RETIREMENT ADVISORS, LLC →
Introduction

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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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Other Advisors at TRUE NORTH RETIREMENT ADVISORS, LLC

David George Wilson
CLACKAMAS, OR
Ashley Marie Micciche
CLACKAMAS, OR
Douglas Gordon Micciche
CLACKAMAS, OR
CFP

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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