Colin H. Gray

PACIFIC SAGE PARTNERS

EDMONDS, WA 98020

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CRD#: 5927061

Professional summary

Colin H Gray, AIF®, CFP® is a registered financial advisor currently at PACIFIC SAGE PARTNERS, LLC located in Edmonds, Washington.

Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Colin has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Life Transitions

Do you have an area of expertise or specialization?

Business Owners

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

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 Colin H 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

April 3, 2022 - Present

PACIFIC SAGE PARTNERS, LLC

Office #1: 505 5th Avenue South Suite 104, Edmonds, WA 98020

RIA

CRD#: 315663

EDMONDS, WA

Past

March 28, 2019 - April 12, 2022

TRADEWINDS CAPITAL MANAGEMENT, LLC

RIA

CRD#: 145934

SHORELINE, WA

Past

June 13, 2013 - April 2, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Phoenix, AZ

Past

June 13, 2013 - April 2, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Phoenix, AZ

Past

August 17, 2011 - May 17, 2013

EDWARD JONES

RIA

CRD#: 250

MESA, AZ

Past

July 15, 2011 - May 17, 2013

EDWARD JONES

CRD#: 250

MESA, AZ

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".

PACIFIC SAGE PARTNERS, LLC

CRD#: 315663 / SEC#: 801-122834

RIA

Registered Investment Advisory firm - (12/8/2021 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

Washington
(4/3/2022)

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

State Security Law Exam

IAR

Series 66

Date: 7/29/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/14/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/4/2014

General Securities Sales Supervisor - Options Module Examination

Current Firm

PACIFIC SAGE PARTNERS, LLC

CRD#: 315663 / SEC#: 801-122834

RIA

Registered Investment Advisory firm - (12/8/2021 Approved)

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Contact information

Main Address

505 5th Avenue South Suite 104, Edmonds, WA 98020

Mailing Address

Phone number

(206) 533-0500

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

PACIFIC SAGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/4/2025)

Regulatory assets under management

Total Number of Accounts	2,369
AUM (Assets Under Management)	$ 857,768,310

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Colin H. Gray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colin H Gray's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRADEWINDS CAPITAL MANAGEMENT, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

PACIFIC SAGE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/29/2011

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2011

Series 10

Date: 4/14/2014

Series 9

Date: 3/4/2014

Current Firm

PACIFIC SAGE PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC SAGE PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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