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GRAY PRIVATE WEALTH, LLC
GRAY PRIVATE WEALTH, LLC
CANTON, Massachusetts
·
4 registered advisors
·
CRD# 128547
SEC# 801-112720
0
781.232.2020
01
Firm Overview
AUM
$396M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GRAY PRIVATE WEALTH, LLC
4 registered advisors
Daniel Charles Romano
CANTON, Massachusetts
CRD# 2888986
Justin James Klunder
CANTON, Massachusetts
CFA
CRD# 6318094
Paul Joseph Gerry
CANTON, Massachusetts
CRD# 3265140
Stephen Vincent Kenney
CANTON, Massachusetts
CRD# 1541908
05
Office Locations
CANTON, Massachusetts
4 advisors
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Data sourced from SEC Form ADV filings. GRAY PRIVATE WEALTH, LLC (CRD# 128547) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.