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Robert Lochead Gray

SEMINAL CAPITAL INVESTMENTS, LLC·WAYNE, Pennsylvania
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435 DEVON PARK DRIVE, BUILDING 800, WAYNE, PA 19087-1940CRD# 2011232Firm CRD# 314884
01

About

Robert Lochead Gray is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with SEMINAL CAPITAL INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SEMINAL CAPITAL INVESTMENTS, LLC
SEMINAL CAPITAL INVESTMENTS, LLC
AUM
$20M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SEMINAL CAPITAL INVESTMENTS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2011232
Firm CRD# 314884
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Lochead Gray offer?
Robert Lochead Gray specializes in Retirement Planning. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Robert Lochead Gray's credentials?
Robert Lochead Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lochead Gray located?
Robert Lochead Gray is based in WAYNE, Pennsylvania, working with SEMINAL CAPITAL INVESTMENTS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Robert Lochead Gray charge for services?
Robert Lochead Gray's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEMINAL CAPITAL INVESTMENTS, LLC?
SEMINAL CAPITAL INVESTMENTS, LLC is a registered investment adviser with the SEC, managing $20M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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