AG
Angela M. Gray
CETERA INVESTMENT ADVISERS LLC
CANTON, NY 13617
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CRD#: 6538749
AG
Professional summary
Angela Marie Gray, who also goes by Angela Marie Gray, Angela Gray, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Canton, New York.
Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Angela has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela Marie Gray | Angela 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) Fiduciary Appointment-Trustee~One Main Street~Canton~NY~13617~1/1/2013~1hrs~0hrs~Record income and expenses related to rental property. Prepare year end tax return. 2) Gray & Gray and Assoc. CPAs, P.C.~One Main Street~Canton~NY~13617~Accounting~Partner/General Partner~7/1/2017~120hrs~0hrs~Manage and oversee the firm; client recruitment; staff retention; income tax preparation; etc. 3) SEAWAY VALLEY PREVENTION COUNCIL POSITION: President NATURE: A non-profit organization focused on drug & alcohol abuse prevention. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2005 ADDRESS: 206 Ford Street, Ogdensburg NY 13669, United States DESCRIPTION: As Board President, monitor the operations of the agency. 4) NY COUNCIL OF NONPROFITS POSITION: Board Member NATURE: Non-profit whose mission is to educate/support non-profit agencies in the state of new york INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 272 Broadway, Menands NY 12204, United States DESCRIPTION: general board member. 5) ST. LAWRENCE CHILD CARE COUNCIL POSITION: Treasurer NATURE: Non-profit whose mission is to support and regulate daycare providers in St. Lawrence County, NY INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 314 Ford Street, Ogdensburg NY 13669, United States DESCRIPTION: Treasurer & Board Member charged with traditional duties of oversight and governance. 6) GB3 PROPERTIES, LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 62 Arbuckle Lane, Colton NY 13625, United States DESCRIPTION: I believe this was disclosed years ago; I have minimal activity associated with this. There is a property manager that does day-to-day activities 7) NAME OF OTHER BUSINESS: CP ASSOC OF THE NORTH COUNTRY; INVESTMENT RELATED: NO; ADDRESS 4 COMMERCE LANE CANTON, NY 13617; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: VOLUNTEER BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0.25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENSURING THE ORGANIZATION'S MISSION AND VISION ARE UPHELD, AND PROVIDING FIDUCIARY OVERSIGHT OF ITS FINANCES AND LEGAL COMPLIANCE;
CRS (Client Relationship Summary) - RIA
Click below to view Angela Marie Gray's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: One Main Street Suite 101, Canton, NY 13617RIA
CRD#: 105644
CANTON, NY
Past
September 2, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
CANTON, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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 York(9/5/2025)
Exams
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
