Andrew D. Gray
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew David Gray's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
April 28, 2022 - Present
GRAY WEALTH STRATEGIES LLC
January 14, 2021 - March 2, 2022
ASI WEALTH MANAGEMENT & CONSULTING SERVICES
January 5, 2016 - December 31, 2020
VALENTINE VENTURES, LLC
November 13, 2014 - February 25, 2015
MASLOW WEALTH ADVISORS
March 12, 2013 - November 6, 2013
USAA INVESTMENT SERVICES COMPANY
March 12, 2013 - March 7, 2014
USAA INVESTMENT SERVICES COMPANY
June 20, 2008 - September 24, 2014
USAA FINANCIAL PLANNING SERVICES
June 20, 2008 - September 24, 2014
USAA FINANCIAL ADVISORS, INC.
November 29, 2007 - March 26, 2008
BELL WEALTH MANAGEMENT INC.
January 12, 2007 - July 5, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
December 19, 2006 - July 5, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/29/2025)
(4/28/2022)
(6/4/2022)
Exams
Current Firm
GRAY WEALTH STRATEGIES LLC
CRD#: 319415 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 54,154,938 |
Red Flags
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