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JG

John H. Gray

HAMILTON GRAY WEALTH MANAGEMENT LLC
HOUSTON, TX 77056
Some features on this profile are disabled
CRD#: 5145767
JG

Professional summary


John H Gray, ChFC®, CLU® is a registered financial advisor currently at HAMILTON GRAY WEALTH MANAGEMENT LLC located in Houston, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

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 John H Gray'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®
ChFC®

Experience


Current

June 9, 2016 - Present

HAMILTON GRAY WEALTH MANAGEMENT LLC

Office #1: 2700 Post Oak Boulevard Twenty-first Floor, Houston, TX 77056
RIA
CRD#: 283000
HOUSTON, TX
Past

July 24, 2006 - April 23, 2009

BESSEMER INVESTOR SERVICES, INC.

BD
CRD#: 17442
LOS ANGELES, CA

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
Florida
(6/9/2016)
IAR
Texas
(7/28/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/25/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


HG
HAMILTON GRAY WEALTH MANAGEMENT LLC
HAMILTON GRAY WEALTH MANAGEMENT LLC

CRD#: 283000 / SEC#:

Florida
Registered Investment Advisory firm - (6/9/2016 Approved)
Texas
Registered Investment Advisory firm - (9/12/2017 Approved)
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Contact information


Main Address
2700 Post Oak Boulevard Twenty-first Floor, Houston, TX 77056
Mailing Address
Phone number
(305) 600-1161
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts53
AUM (Assets Under Management)$ 29,553,118

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


HAMILTON GRAY WEALTH MANAGEMENT LLC

CRD#: 283000Houston, TX 77056

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