Yosef B. Ghebray

RANGE ADVISORY

Sacramento, CA 95835

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CRD#: 6457986

Professional summary

Yosef Berhane Ghebray, who also goes by Yosef Berhane Ghebray, is a registered financial advisor currently at RANGE ADVISORY, LLC located in Sacramento, California.

Yosef is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Yosef has worked at 7 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Yosef Berhane Ghebray

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 Yosef Berhane Ghebray'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®

None

Experience

Current

October 10, 2024 - Present

RANGE ADVISORY, LLC

Office #1: 4048 Clarewood Way, Sacramento, CA 95835

RIA

CRD#: 321969

Sacramento, CA

Past

November 19, 2021 - September 26, 2024

BETTERMENT

RIA

CRD#: 149117

NEW YORK, NY

Past

August 13, 2020 - October 6, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BERKELEY, CA

Past

July 16, 2020 - October 6, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BERKELEY, CA

Past

June 15, 2020 - July 8, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BERKELEY, CA

Past

June 12, 2020 - July 8, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BERKELEY, CA

Past

February 3, 2016 - May 19, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ALBANY, CA

Past

February 3, 2016 - May 19, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ALBANY, CA

Past

June 1, 2015 - July 30, 2015

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SAN JOSE, CA

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".

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 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

California
(10/10/2024)

IAR

Pennsylvania
(10/10/2024)

IAR

Texas
(10/10/2024)

IAR

Virginia
(10/10/2024)

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: 7/6/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/27/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2015

General Securities Representative Examination

Current Firm

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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Contact information

Main Address

8270 Greensboro Drive Suite 910, Mclean, VA 22102

Mailing Address

440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670

Phone number

(703) 261-4126

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE AUGUST 2025 (8/5/2025)

Regulatory assets under management

Total Number of Accounts	1,236
AUM (Assets Under Management)	$ 268,976,800

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.

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Advisor Monitoring

Firm Stability Insights

Yosef B. Ghebray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yosef Berhane Ghebray's CRS (Customer Relationship Summary).

Certified licenses

Experience

BETTERMENT

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

RANGE ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2015

Series 7TO

Date: 8/27/2022

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2015

Current Firm

RANGE ADVISORY, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RANGE ADVISORY, LLC

TRUST BUT VERIFY

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