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LG

Leeland F. Gray

GREEN PASTURES WEALTH MANAGEMENT LLC
Bridgeport, CT 06601
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CRD#: 2443548
LG

Professional summary


Leeland Franklyn Gray JR, who also goes by Lee Gray Jr, Leeland Franklyn Jrgray Jr, is a registered financial advisor currently at GREEN PASTURES WEALTH MANAGEMENT LLC located in Bridgeport, Connecticut.

Leeland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Leeland has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lee Gray Jr | Leeland Franklyn Jrgray Jr

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.)GREEN PASTURES WEALTH MANAGEMENT LLC; REGISTERED INVESTMENT ADVISOR; START DATE:10/30/2003.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Leeland Franklyn Gray JR's 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

January 19, 2021 - Present

GREEN PASTURES WEALTH MANAGEMENT LLC

Office #1: 3000 Madison Avenue, Unit C, Bridgeport, CT 06601
RIA
CRD#: 129693
Bridgeport, CT
Past

December 9, 2008 - April 7, 2011

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
EASTON, CT
Past

December 9, 2008 - February 5, 2014

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
EASTON, CT
Past

November 16, 2004 - December 31, 2020

GREEN PASTURES WEALTH MANAGEMENT LLC

RIA
CRD#: 129693
EASTON, CT
Past

October 25, 2000 - December 9, 2008

FIRST MONTAUK SECURITIES CORP.

RIA
CRD#: 13755
EASTON, CT
Past

October 12, 2000 - March 31, 2004

FOUR SEASONS ASSET MANAGEMENT INC

RIA
CRD#: 106770
WESTPORT, CT
Past

March 6, 1995 - December 9, 2008

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
EASTON, CT
Past

January 26, 1994 - March 9, 1995

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

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
Connecticut
(1/19/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


GP
GREEN PASTURES WEALTH MANAGEMENT LLC
GREEN PASTURES WEALTH MANAGEMENT LLC

CRD#: 129693 / SEC#: 801-62588

RIA
Registered Investment Advisory firm - (12/10/2004 Cancelled)
Connecticut
Registered Investment Advisory firm - (1/19/2021 Approved)
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Contact information


Main Address
3000 Madison Avenue, Unit C, Bridgeport, CT 06601
Mailing Address
P.o. Box 110475, Trumbull, CT 06611
Phone number
(203) 449-9889
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts21
AUM (Assets Under Management)$ 3,177,010

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


GREEN PASTURES WEALTH MANAGEMENT LLC

CRD#: 129693Bridgeport, CT 06601

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