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EG

Eldridge F. Gray

SEVEN POST INVESTMENT OFFICE LP
San Francisco, CA 94104-4505
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CRD#: 1343418
EG

Professional summary


Eldridge Fuller Gray, who also goes by El Gray, is a registered financial advisor currently at SEVEN POST INVESTMENT OFFICE LP located in San Francisco, California.

Eldridge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Eldridge has worked at 5 firms and has passed the Series 66, Series 63, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


El Gray

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
At Large Regent and Treasurer with the California Tribal College in Brooks, CA since August 2015. Time spend consists of approximately 10 hours per month.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eldridge Fuller Gray's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 6, 2011 - Present

SEVEN POST INVESTMENT OFFICE LP

Office #1: One Montgomery Street Suite 3150, San Francisco, CA 94104-4505
RIA
CRD#: 157435
San Francisco, CA
Past

April 20, 1994 - September 23, 2011

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

April 1, 1993 - April 25, 1994

STONE SECURITIES CORPORATION

BD
CRD#: 29476
BOSTON, MA
Past

May 7, 1986 - April 16, 1993

NAGELVOORT & COMPANY INC

BD
CRD#: 16708
Past

April 23, 1985 - May 16, 1985

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SEVEN POST INVESTMENT OFFICE LP
BATHURST WEALTH, LLC | SEVEN POST PRIVATE INVESTMENT OFFICE | SEVEN POST INVESTMENT OFFICE LP | SEVEN POST

CRD#: 157435 / SEC#: 801-72411

RIA
Registered Investment Advisory firm - (5/26/2011 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/6/2011)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/12/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SP
SEVEN POST INVESTMENT OFFICE LP
BATHURST WEALTH, LLC | SEVEN POST PRIVATE INVESTMENT OFFICE | SEVEN POST INVESTMENT OFFICE LP | SEVEN POST

CRD#: 157435 / SEC#: 801-72411

RIA
Registered Investment Advisory firm - (5/26/2011 Approved)
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Contact information


Main Address
One Montgomery Street Suite 3150, San Francisco, CA 94104-4505
Mailing Address
Phone number
(415) 341-9300
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE MARCH 2024 (3/25/2025)

Regulatory assets under management


Total Number of Accounts231
AUM (Assets Under Management)$ 8,361,452,376

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
09/26/2024
06/23/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SEVEN POST INVESTMENT OFFICE LP

CRD#: 157435San Francisco, CA 94104-4505

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