Andrew David Gray
CFP®Professional Summary
Andrew David Gray, CFP® is a registered financial advisor currently at GRAY WEALTH STRATEGIES LLC located in Bend, Oregon. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Andrew has worked at 9 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Tax Planning
- Risk Management & Insurance
- Financial Planning
- Business Services
- Education Funding
- Investment Management
- Social Security & Medicare Planning
- Health Care & Long-Term Care Planning
- Estate & Legacy Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
GRAY WEALTH STRATEGIES LLC | ZG WEALTH STRATEGIES LLC | ZG WEALTH STRATEGIES
Contact Information
Main Address
Bend, ORPhone Number
(210) 882-2940# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
152AUM (Assets Under Management)
$91,038,123Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/29/2025)
(4/28/2022)
(6/4/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew David Gray's CRS (Customer Relationship Summary).
Services Offered by Andrew
- Retirement Planning
- Tax Planning
- Risk Management & Insurance
- Financial Planning
- Business Services
- Education Funding
- Investment Management
- Social Security & Medicare Planning
- Health Care & Long-Term Care Planning
- Estate & Legacy Planning
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OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
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