BG
Bryan M. Gray
OAK CREST ADVISORY
Rochester, NY 14625
Some features on this profile are disabled
CRD#: 6731132
BG
Professional summary
Bryan Michael Gray is a registered financial advisor currently at OAK CREST ADVISORY, LLC located in Rochester, New York.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Bryan has worked at 1 firm .
Question & Answer
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.
1.) Bryan M. Gray, CPA, PC., investment related, Rochester, NY, Tax and Accounting Services, Owner/100% Shareholder, Start Date 10/2015, majority of hours/month is spent on this business activity, Provides tax and accounting services to individuals and businesses.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Michael 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
June 18, 2021 - Present
OAK CREST ADVISORY, LLC
Office #1: 160 Linden Oaks, Rochester, NY 14625RIA
CRD#: 304255
Rochester, 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".
OC
OAK CREST ADVISORY, LLC
OAK CREST ADVISORY, LLC
CRD#: 304255 / SEC#: 801-123423
RIA
Registered Investment Advisory firm - (3/11/2022 Approved)New York
Registered Investment Advisory firm - (9/12/2022 Terminated)Texas
Registered Investment Advisory firm - (9/12/2022 Terminated)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(6/18/2021)
Exams
Current Firm
OC
OAK CREST ADVISORY, LLC
OAK CREST ADVISORY, LLC
CRD#: 304255 / SEC#: 801-123423
RIA
Registered Investment Advisory firm - (3/11/2022 Approved)New York
Registered Investment Advisory firm - (9/12/2022 Terminated)Texas
Registered Investment Advisory firm - (9/12/2022 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
160 Linden Oaks, Rochester, NY 14625
Mailing Address
Phone number
(585) 507-1681
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 404 |
| AUM (Assets Under Management) | $ 69,965,414 |
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.
Company Information
OAK CREST ADVISORY, LLC
CRD#: 304255Rochester, NY 14625TRUST BUT VERIFY
Monitor Bryan Gray
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
