PG
Paul J. Gerry
GRAY PRIVATE WEALTH
Canton, MA 02021
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CRD#: 3265140
PG
Professional summary
Paul Joseph Gerry JR, who also goes by Paul J Gerry Jr, is a registered financial advisor currently at GRAY PRIVATE WEALTH, LLC located in Canton, Massachusetts.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Paul has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul J Gerry 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) MIDDLESEX SAVINGS BANK POSITION: TRUSTEE AND DIRECTOR NATURE: STATE CHARTERED MUTUAL SAVINGS BANK INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2006 DESCRIPTION: Trustee of bank 2) Gray Private Wealth, LLC POSITION: OWNER NATURE: Financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 START DATE: 02/01/2008 DESCRIPTION: Provide financial services to clients 3) FRANK WILLIAMS IRREVOCABLE TRUST POSITION: CO-TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 ADDRESS: Roslindale MA 02131, United States DESCRIPTION: Co-trustee
CRS (Client Relationship Summary) - RIA
Click below to view Paul Joseph Gerry 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®
NoneExperience
Current
April 2, 2008 - Present
GRAY PRIVATE WEALTH, LLC
Office #1: 150 Royall Street Suite 102, Canton, MA 02021RIA
CRD#: 128547
Canton, MA
Past
October 8, 2000 - February 1, 2018
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
CANTON, MA
Past
July 25, 2000 - February 1, 2018
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
CANTON, MA
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".
GP
GRAY PRIVATE WEALTH, LLC
GRAY EQUITY MANAGEMENT, LLC | GRAY PRIVATE WEALTH, LLC
CRD#: 128547 / SEC#: 801-112720
RIA
Registered Investment Advisory firm - (3/29/2018 Approved)Massachusetts
Registered Investment Advisory firm - (1/4/2019 Terminated)Texas
Registered Investment Advisory firm - (12/12/2018 Terminated)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
Massachusetts(4/2/2008)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GP
GRAY PRIVATE WEALTH, LLC
GRAY EQUITY MANAGEMENT, LLC | GRAY PRIVATE WEALTH, LLC
CRD#: 128547 / SEC#: 801-112720
RIA
Registered Investment Advisory firm - (3/29/2018 Approved)Massachusetts
Registered Investment Advisory firm - (1/4/2019 Terminated)Texas
Registered Investment Advisory firm - (12/12/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 Royall Street Suite 102, Canton, MA 02021
Mailing Address
Phone number
(781) 232-2020
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 279 |
| AUM (Assets Under Management) | $ 465,414,148 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2023 | ||
| 01/11/2023 |
Red Flags
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Company Information
GRAY PRIVATE WEALTH, LLC
CRD#: 128547Canton, MA 02021TRUST BUT VERIFY
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