Charles G. Gray
Professional summary
Charles Gerald Gray II, CFP®, who also goes by Charles Gerald Gray, Chuck Gray, is a registered financial advisor currently at SIGNATUREFD, LLC located in Atlanta, Georgia.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Charles has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Gerald Gray II's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
February 10, 2014 - Present
SIGNATUREFD, LLC
Office #1: 1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309December 3, 2007 - November 20, 2013
PRINCIPLE PLANNING ADVISORS, LLC
March 7, 1994 - August 29, 2013
PPA INVESTMENTS, INC.
March 21, 1989 - March 9, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
SIGNATUREFD, LLC
CRD#: 112758 / SEC#: 801-60393
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/10/2014)
Exams
Current Firm
SIGNATUREFD, LLC
CRD#: 112758 / SEC#: 801-60393
Contact information
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 10,558 |
| AUM (Assets Under Management) | $ 8,331,600,262 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | ||
| 09/27/2024 | ||
| 01/26/2024 | ||
| 11/28/2022 |
Red Flags
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