William L. Gray

AMERICANA PARTNERS

Nashville, TN

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CRD#: 228160

Professional summary

William Loyd Gray Jr., who also goes by William Loyd Gray Jr, W. L. Gray, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Nashville, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. William has worked at 12 firms and has passed the Series 63, SIE, Series 7, PC, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Loyd Gray Jr | W. L. 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.

Licensed Independent Real Estate Broker; Investment-Related; Nashville, TN; Activities limited to personal/family real estate holdings/investments; 05/1992 - Present

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Loyd Gray Jr.'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

October 3, 2025 - Present

AMERICANA PARTNERS, LLC

RIA

CRD#: 301354

Nashville, TN

Past

April 21, 2003 - December 3, 2025

GOODPASTURE GRAY

RIA

CRD#: 108916

NASHVILLE, TN

Past

April 16, 1998 - August 9, 2022

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

Nashville, TN

Past

November 8, 1990 - May 6, 1992

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

April 24, 1990 - September 14, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

March 10, 1989 - April 23, 1990

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Past

October 24, 1988 - March 14, 1989

RODMAN & RENSHAW INC.

CRD#: 724

Past

March 13, 1981 - March 20, 1987

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

April 9, 1979 - May 14, 1980

CONTISECURITIES, INC.

CRD#: 6926

Past

January 20, 1976 - April 15, 1977

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

August 2, 1974 - March 3, 1976

BACHE & CO INCORPORATED

CRD#: 7058

Past

August 9, 1973 - September 5, 1974

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

CRD#: 572

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".

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 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

New Mexico
(10/3/2025)

IAR

Tennessee
(10/3/2025)

IAR

Texas
(10/7/2025)

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: 10/20/1997

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: 1/6/1998

General Securities Representative Examination

General Industry/Product Exam

PC

Date: 8/9/1989

AMEX Put and Call Exam

General Industry/Product Exam

Series 1

Date: 8/6/1973

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/8/2002

General Securities Principal Examination

Current Firm

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

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Contact information

Main Address

811 Louisiana Street Suite 2420, Houston, TX 77002

Mailing Address

Phone number

(713) 429-5552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC (6/18/2025)

Regulatory assets under management

Total Number of Accounts	5,931
AUM (Assets Under Management)	$ 6,082,612,320

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.

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Firm Stability Insights

William L. Gray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Loyd Gray Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

GOODPASTURE GRAY

WESTERN INTERNATIONAL SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

LEHMAN BROTHERS INC.

KIDDER, PEABODY & CO. INCORPORATED

RODMAN & RENSHAW INC.

DREXEL BURNHAM LAMBERT INCORPORATED

CONTISECURITIES, INC.

E. F. HUTTON & COMPANY INC

BACHE & CO INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/1997

SIE

Date: 10/1/2018

Series 7

Date: 1/6/1998

PC

Date: 8/9/1989

Series 1

Date: 8/6/1973

Series 24

Date: 1/8/2002

Current Firm

AMERICANA PARTNERS, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICANA PARTNERS, LLC

TRUST BUT VERIFY

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