Terri A. Mcgray

LONGEVITY CAPITAL MANAGEMENT

Thousand Oaks, CA 91360

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CRD#: 1906340

Professional summary

Terri Ann Mcgray, AIF®, CFP®, who also goes by Terri Ann Corbett, Terri A Gagliano, Terri Ann Gagliano, Terri Mcgray, is a registered financial advisor currently at LONGEVITY CAPITAL MANAGEMENT located in Thousand Oaks, California.

Terri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Terri has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Social Security Planning

Estate Planning

Insurance Planning

Retirement Income Management

Inheritance

Employee and Employer Plan Ben...

Long-term Care

Comprehensive Financial Planni...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Terri Ann Corbett | Terri A Gagliano | Terri Ann Gagliano | Terri Mcgray

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.

1) TERRI ANN MCGRAY; INVESTMENT RELATED; 515 MARIN STREET, SUITE 418, THOUSAND OAKS, CA 91360; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 05/1989; APPROX. 3 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES. 2) TERRI ANN MCGRAY; NON-INVESTMENT RELATED; 515 MARIN STREET, SUITE 418, THOUSAND OAKS, CA 91360; BOOK PUBLICATIONS; AUTHOR; 06/2019; APPROX. 1 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; AUTHOR OF THE RETIRE RIGHT SERIES OF BOOKS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terri Ann Mcgray'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

December 1, 2023 - Present

LONGEVITY CAPITAL MANAGEMENT

Office #1: 515 Marin Street Suite 418, Thousand Oaks, CA 91360

RIA

CRD#: 328283

Thousand Oaks, CA

Past

September 19, 2018 - December 12, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

THOUSAND OAKS, CA

Past

September 19, 2018 - December 12, 2023

LPL FINANCIAL LLC

CRD#: 6413

THOUSAND OAKS, CA

Past

January 3, 2011 - September 21, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WESTLAKE VILLAGE, CA

Past

January 3, 2011 - September 21, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WESTLAKE VILLAGE, CA

Past

September 8, 2010 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

WESTLAKE VILLAGE, CA

Past

September 7, 2010 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

WESTLAKE VILLAGE, CA

Past

August 10, 2007 - September 9, 2010

EDWARD JONES

RIA

CRD#: 250

THOUSAND OAKS, CA

Past

November 18, 1998 - September 9, 2010

EDWARD JONES

CRD#: 250

THOUSAND OAKS, CA

Past

February 18, 1998 - November 18, 1998

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

April 28, 1995 - February 18, 1998

AEGON USA SECURITIES INC.

CRD#: 13302

CEDAR RAPIDS, IA

Past

January 5, 1995 - April 23, 1995

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

March 20, 1989 - May 11, 1989

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

March 20, 1989 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

March 20, 1989 - July 12, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

LONGEVITY CAPITAL MANAGEMENT

LONGEVITY CAPITAL MANAGEMENT | LONGEVITY CAPITAL MANAGEMENT LLC

CRD#: 328283 / SEC#: 801-129124

RIA

Registered Investment Advisory firm - (4/3/2024 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
(12/1/2023)

IAR

Texas
(12/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/25/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/24/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/12/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LONGEVITY CAPITAL MANAGEMENT

LONGEVITY CAPITAL MANAGEMENT | LONGEVITY CAPITAL MANAGEMENT LLC

CRD#: 328283 / SEC#: 801-129124

RIA

Registered Investment Advisory firm - (4/3/2024 Approved)

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Contact information

Main Address

515 Marin Street Suite 418, Thousand Oaks, CA 91360

Mailing Address

Phone number

(805) 917-6771

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LONGEVITY CAPITAL MANAGEMENT LLC BROCHURE (3/27/2025)

LONGEVITY CAPITAL MANAGEMENT LLC WRAP FEE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	177
AUM (Assets Under Management)	$ 159,955,586

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Terri A. Mcgray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terri Ann Mcgray's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

EDWARD JONES

EDWARD JONES

FISERV INVESTOR SERVICES, INC.

AEGON USA SECURITIES INC.

LOCUST STREET SECURITIES, INC.

NYLIFE SECURITIES LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

LONGEVITY CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 8/25/1997

SIE

Date: 10/1/2018

Series 7

Date: 10/24/1995

Series 6

Date: 12/12/1988

Current Firm

LONGEVITY CAPITAL MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LONGEVITY CAPITAL MANAGEMENT

TRUST BUT VERIFY

Contact information

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