Wesley R. Gray
Professional summary
Wesley Robert Gray, who also goes by Wesley R Gray, is a registered financial advisor currently at ALPHA ARCHITECT located in Newtown Square, Pennsylvania and ETF ARCHITECT located in Newtown Square, Pennsylvania.
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Wesley has worked at 2 firms and has passed the Series 65 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Robert Gray's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 16, 2010 - Present
ALPHA ARCHITECT
Office #1: Suite 150 3803 West Chester Pike, Newtown Square, PA 19073November 17, 2023 - Present
ETF ARCHITECT
Office #1: 3803 West Chester Pike Suite 150, Newtown Square, PA 19073Primary Firm SEC Registration
ETF ARCHITECT
CRD#: 171412 / SEC#: 801-79835
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2012)
(8/12/2021)
Exams
Current Firm
ETF ARCHITECT
CRD#: 171412 / SEC#: 801-79835
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 195 |
| AUM (Assets Under Management) | $ 16,048,563,627 |
Red Flags
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