Matthew T. Gray

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CRD#: 6212838

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Thomas Gray, CFP®, who also goes by Matt T Gray, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2013. Matthew had worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Estate Planning

Business Succession Planning

Investment Planning

Do you have an area of expertise or specialization?

AUM

Charitable Giving

Corporate Executives

Estate & Generational Planning...

Financial Psychology/Coaching

Generation X

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

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.

AnthroFi LLC / Investment Related / Denver CO / Registered Investment Advisor / Owner / Aug 2021 / 150 Hours per Month / 100% During Business Hours

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

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

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ORIGIN INVESTMENT ADVISORY LLC

ANTHROFI WEALTH GROUP

PERSONAL CAPITAL ADVISORS CORPORATION

JANICZEK WEALTH MANAGEMENT

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

JFG FAMILY OFFICE

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

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

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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