David P. Gray

PARISI GRAY WEALTH MANAGEMENT

Mendham, NJ 07945

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CRD#: 5349909

Professional summary

David P Gray, CFP®, who also goes by David Patrick Gray, is a registered financial advisor currently at PARISI GRAY WEALTH MANAGEMENT, LLC located in Mendham, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 4 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Patrick Gray

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.

1. INDEPENDENT INSURANCE AGENT. Not Investment Related. 350 Main Street, Suite 1, Bedminster, NJ 07021. Life Insurance. Agent. 1-5 HOURS/MONTH. Offer Fixed Insurance Solutions to Clients. 2. Rental Income. Non-Investment Related. 921 Claridge Dr., Spring Lake Heights, NJ 07762. Property owner. Start 2/2021. 5hr/mo, none during trading hours. Renting out second home on AirBnb or VRBO. 3. DPG Properties, LLC. Not Investment Related. 5 Cold Hill Rd S., Suite 1, Mendham NJ 07945. Owns real estate in LLC for libability protection. Owner. Start 4/1/2022. 1 hour per month not during trading. Owns property that RIA will be moving to next year.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David P 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®

CFP^®

Certified Financial Planner

Experience

Current

February 1, 2017 - Present

PARISI GRAY WEALTH MANAGEMENT, LLC

Office #1: 5 Cold Hill Road S Suite 1, Mendham, NJ 07945

RIA

CRD#: 286388

Mendham, NJ

Past

February 17, 2017 - March 30, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Bedminster, NJ

Past

December 22, 2016 - October 6, 2017

OLIVER LUXXE ASSETS LLC

RIA

CRD#: 169588

GLADSTONE, NJ

Past

May 28, 2009 - December 16, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SHORT HILLS, NJ

Past

May 28, 2009 - December 16, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SHORT HILLS, NJ

Past

August 1, 2008 - May 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

July 4, 2008 - May 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

PARISI GRAY WEALTH MANAGEMENT, LLC

CRD#: 286388 / SEC#: 801-108904

RIA

Registered Investment Advisory firm - (12/28/2016 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

New Jersey
(2/1/2017)

IAR

Texas
(3/3/2021)

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: 7/30/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/3/2008

General Securities Representative Examination

Current Firm

PARISI GRAY WEALTH MANAGEMENT, LLC

CRD#: 286388 / SEC#: 801-108904

RIA

Registered Investment Advisory firm - (12/28/2016 Approved)

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Contact information

Main Address

5 Cold Hill Road S Suite 1, Mendham, NJ 07945

Mailing Address

Phone number

(973) 358-4921

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARISI GRAY DISCLOSURE BROCHURE (1/21/2025)

Regulatory assets under management

Total Number of Accounts	1,045
AUM (Assets Under Management)	$ 689,911,655

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/07/2025	Cover Page	Report
07/15/2024	Cover Page	Report
06/02/2023	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David P. Gray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David P Gray's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

OLIVER LUXXE ASSETS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PARISI GRAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2008

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/3/2008

Current Firm

PARISI GRAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PARISI GRAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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