Unclaimed Profile

Karen Ann Gray

C.S. MCKEE, L.P.·PITTSBURGH, Pennsylvania

Clean recordC.S. MCKEE, L.P.

ONE GATEWAY CENTER, PITTSBURGH, PA 15222CRD# 5124026Firm CRD# 119167

Profile Verification

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

Identity

Karen Ann Gray · PITTSBURGH, PA

Registration

CRD #5124026 · C.S. MCKEE, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karen Ann Gray is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with C.S. MCKEE, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

C.S. MCKEE, L.P.

AUM

$704M

Regulatory assets under management

Employees

Total firm employees

View all advisors at C.S. MCKEE, L.P. →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: INDIRECT COMPENSATION (SOFT DOLLARS)

Regulatory

SEC/IARD CRD# 5124026

Firm CRD# 119167

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen Ann Gray offer?

Karen Ann Gray specializes in Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Karen Ann Gray's credentials?

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

Where is Karen Ann Gray located?

Karen Ann Gray is based in PITTSBURGH, Pennsylvania, working with C.S. MCKEE, L.P.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Karen Ann Gray charge for services?

Karen Ann Gray's firm is compensated through percentage of aum, other: indirect compensation (soft dollars). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C.S. MCKEE, L.P.?

C.S. MCKEE, L.P. has approximately 34 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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