Kevin S. Gray

ASCENTIS WEALTH MANAGEMENT

DALLAS, TX 75244

CRD#: 4609337

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Professional summary

Kevin Scott Gray is a registered financial advisor currently at ASCENTIS WEALTH MANAGEMENT, LLC located in Dallas, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kevin has worked at 12 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Scott Gray'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

June 23, 2026 - Present

ASCENTIS WEALTH MANAGEMENT, LLC

Office #1: 5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

RIA

CRD#: 330923

DALLAS, TX

Past

January 9, 2026 - July 1, 2026

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

Dallas, TX

Past

November 18, 2020 - March 17, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Dallas, TX

Past

July 16, 2019 - January 28, 2026

VERACITY CAPITAL LLC

RIA

CRD#: 304272

FRISCO, TX

Past

November 15, 2018 - December 10, 2019

F3LOGIC, LLC

RIA

CRD#: 289863

DALLAS, TX

Past

August 16, 2006 - November 14, 2018

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

DALLAS, TX

Past

July 6, 2006 - November 14, 2018

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

DALLAS, TX

Past

December 14, 2004 - April 28, 2006

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

PLANO, TX

Past

December 14, 2004 - April 28, 2006

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

August 4, 2004 - December 13, 2004

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

January 28, 2004 - July 19, 2004

TRADERIGHT SECURITIES, INC.

CRD#: 45598

LOCKPORT, IL

Past

February 11, 2003 - January 16, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

DALLAS, TX

Past

January 23, 2003 - January 16, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 23, 2003 - January 16, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

ASCENTIS WEALTH MANAGEMENT, LLC

ABMEYER WEALTH MANAGEMENT | ORG WEALTH PARTNERS LLC | ORG WEALTH PARTNERS | CAP | ASCENTIS WEALTH MANAGEMENT, LLC

CRD#: 330923 / SEC#: 801-130034

RIA

Registered Investment Advisory firm - (4/25/2024 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

Texas
(6/23/2026)

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

IAR

Series 66

Date: 2/10/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/22/2003

General Securities Representative Examination

Current Firm

ASCENTIS WEALTH MANAGEMENT, LLC

ABMEYER WEALTH MANAGEMENT | ORG WEALTH PARTNERS LLC | ORG WEALTH PARTNERS | CAP | ASCENTIS WEALTH MANAGEMENT, LLC

CRD#: 330923 / SEC#: 801-130034

RIA

Registered Investment Advisory firm - (4/25/2024 Approved)

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Contact information

Main Address

5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

Mailing Address

Phone number

(214) 440-3909

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASCENTIS WEALTH WRAP BROCHURE (08.2025) (8/4/2025)

ASCENTIS WEALTH MANAGEMENT, LLC (8/4/2025)

Regulatory assets under management

Total Number of Accounts	808
AUM (Assets Under Management)	$ 556,541,845

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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Advisor Monitoring

Firm Stability Insights

Kevin S. Gray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Scott Gray's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY SERVICES NETWORK

PURSHE KAPLAN STERLING INVESTMENTS

VERACITY CAPITAL LLC

F3LOGIC, LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MOMENTUM INDEPENDENT NETWORK INC.

TRADERIGHT SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ASCENTIS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2003

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/22/2003

Current Firm

ASCENTIS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASCENTIS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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