Erin N. Gray

OBSIDIAN PERSONAL PLANNING SOLUTIONS

Fort Myers, FL

Some features on this profile are disabled

CRD#: 6854091

Professional summary

Erin Nicole Gray is a registered financial advisor currently at OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC located in Fort Myers, Florida and DOMAIN MONEY ADVISORS, LLC located in Sterling Heights, Michigan.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Erin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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. RENTAL PROPERTY POSITION: owner/landlord NATURE: none, individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2024 ADDRESS: 127 Drace St, Rochester MI 48307 DESCRIPTION: Owner of the house. Miscellaneous maintenance that occurs. Collecting rents. 2. OBSIDIAN PLANNING SOLUTIONS POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 174 SECURITIES TRADING HOURS: 140 START DATE: 11/06/2023 ADDRESS: 2099 Gaither Rd, Suite 110, ROCKVILLE MD 20850 DESCRIPTION: prep financial planning reports, occasional securities trading, support lead planners

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Nicole 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®

None

Experience

Current

January 2, 2024 - Present

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

RIA

CRD#: 168342

Fort Myers, FL

Current

June 12, 2025 - Present

DOMAIN MONEY ADVISORS, LLC

RIA

CRD#: 316434

Sterling Heights, MI

Past

August 23, 2024 - April 10, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Rockville, MD

Past

November 15, 2023 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Rockville, MD

Past

October 12, 2020 - November 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Clinton Township, MI

Past

July 20, 2018 - November 7, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Clinton Township, MI

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".

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

ACI PARTNERS, LLC | OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

CRD#: 168342 / SEC#: 801-78523

RIA

Registered Investment Advisory firm - (9/16/2013 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

Florida
(6/3/2024)

IAR

Michigan
(6/12/2025)

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: 6/24/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2018

General Securities Representative Examination

Current Firm

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

ACI PARTNERS, LLC | OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

CRD#: 168342 / SEC#: 801-78523

RIA

Registered Investment Advisory firm - (9/16/2013 Approved)

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

2099 Gaither Road Suite 110, Rockville, MD 20850

Mailing Address

Phone number

(301) 990-4395

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (3/26/2025)

PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,395
AUM (Assets Under Management)	$ 407,184,278

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Erin N. Gray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Nicole Gray's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOMAIN MONEY ADVISORS, LLC

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/24/2019

SIE

Date: 10/1/2018

Series 7

Date: 7/20/2018

Current Firm

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

TRUST BUT VERIFY

Similar Advisors