Matthew T. Gray

NECTARINE

Mercer Island, WA

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CRD#: 6212838

Professional summary

Matthew Thomas Gray, CFP®, who also goes by Matt T Gray, is a registered financial advisor currently at NECTARINE located in Mercer Island, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Core Areas of Focus

AUM

Charitable Giving

Corporate Executives

Estate & Generational Planning Issues

Financial Psychology/Coaching

Generation X

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Estate Planning

Business Succession Planning

Investment Planning

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Matt T 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas 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^®

CRD#: 7834

CENTENNIAL, CO

Past

July 23, 2013 - November 20, 2014

JFG FAMILY OFFICE

RIA

CRD#: 125101

DENVER, CO

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".

NECTARINE

NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA

Registered Investment Advisory firm - (8/21/2023 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

Texas
(1/30/2026)

IAR

Washington
(1/30/2026)

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

Series 63

Date: 11/16/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/20/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/27/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NECTARINE

NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA

Registered Investment Advisory firm - (8/21/2023 Approved)

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Contact information

Main Address

1650 Garnet Avenue #1090, San Diego, CA 92109

Mailing Address

Phone number

(858) 779-0115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-09-12 NECTARINE FORM ADV PART 2A (9/12/2025)

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

Matthew T. Gray

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Gray's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURE FINANCIAL ADVISORS, LLC

ORIGIN INVESTMENT ADVISORY LLC

ANTHROFI WEALTH GROUP

PERSONAL CAPITAL ADVISORS CORPORATION

JANICZEK WEALTH MANAGEMENT

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

JFG FAMILY OFFICE

Primary Firm SEC Registration

NECTARINE

State Registrations and Notice Filings

Exams

Series 63

Date: 11/16/2015

Series 65

Date: 7/20/2013

SIE

Date: 3/8/2016

Series 6

Date: 4/27/2015

Current Firm

NECTARINE

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

NECTARINE

TRUST BUT VERIFY

Contact information

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