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Michael Kennedy Gray

SHEARER AND GRAY INVESTMENT MANAGEMENT LLC·PHILADELPHIA, Pennsylvania
Series 65Clean record17 years registeredSHEARER AND GRAY INVESTMENT MANAGEMENT LLC
SUITE 525, TWO LOGAN SQUARE, PHILADELPHIA, PA 19103CRD# 5634978Firm CRD# 148610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Kennedy Gray · PHILADELPHIA, PA
Registration
CRD #5634978 · SHEARER AND GRAY INVESTMENT MANAGEMENT LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

GRAY INVESTMENT MANAGEMENT LLC
Feb 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 23, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHEARER AND GRAY INVESTMENT MANAGEMENT LLC
CRD 148610 · SEC 801-69784
AUM
$24M
Regulatory assets under management
Employees
1
32 client accounts
Services offered by SHEARER AND GRAY INVESTMENT MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SHEARER AND GRAY INVESTMENT MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Michael Kennedy Gray offer?
Michael Kennedy Gray specializes in Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Michael Kennedy Gray's credentials?
Michael Kennedy Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Kennedy Gray located?
Michael Kennedy Gray is based in PHILADELPHIA, Pennsylvania, working with SHEARER AND GRAY INVESTMENT MANAGEMENT LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Michael Kennedy Gray charge for services?
Michael Kennedy Gray's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHEARER AND GRAY INVESTMENT MANAGEMENT LLC?
SHEARER AND GRAY INVESTMENT MANAGEMENT LLC has approximately 1 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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