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Karen Ann Gray

C.S. MCKEE, L.P.·PITTSBURGH, Pennsylvania
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ONE GATEWAY CENTER, PITTSBURGH, PA 15222CRD# 5124026Firm CRD# 119167
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
C.S. MCKEE, L.P.
C.S. MCKEE, L.P.
AUM
$704M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at C.S. MCKEE, L.P. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: INDIRECT COMPENSATION (SOFT DOLLARS)
Regulatory
SEC/IARD CRD# 5124026
Firm CRD# 119167
No disclosures on file
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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Other advisors in PITTSBURGH
Matthew Jay Teplitz — GUYASUTA INVESTMENT ADVISORS, INCORPORATEDGretchen Robinson Haggerty — STRATEGIC INVESTMENT FUND, INC.Kathleen Seech Wright — KATHLEEN S. WRIGHT ASSOCIATES INC.Robert Joseph Lohman — COMMONWEALTH ADVISORY GROUP, LTD.Jeffrey B Miller — US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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