AR
Austin R. Russell
GRAY PRIVATE WEALTH
Canton, MA 02021
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CRD#: 6858535
AR
Professional summary
Austin Reynolds Russell is a registered financial advisor currently at GRAY PRIVATE WEALTH, LLC located in Canton, Massachusetts.
Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Austin 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Austin Reynolds Russell'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 7, 2023 - Present
GRAY PRIVATE WEALTH, LLC
Office #1: 150 Royall Street Suite 102, Canton, MA 02021RIA
CRD#: 128547
Canton, MA
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".
GP
GRAY PRIVATE WEALTH, LLC
GRAY EQUITY MANAGEMENT, LLC | GRAY PRIVATE WEALTH, LLC
CRD#: 128547 / SEC#: 801-112720
RIA
Registered Investment Advisory firm - (3/29/2018 Approved)Massachusetts
Registered Investment Advisory firm - (1/4/2019 Terminated)Texas
Registered Investment Advisory firm - (12/12/2018 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
Massachusetts(9/7/2023)
IAR
Texas(12/14/2023)
Exams
Current Firm
GP
GRAY PRIVATE WEALTH, LLC
GRAY EQUITY MANAGEMENT, LLC | GRAY PRIVATE WEALTH, LLC
CRD#: 128547 / SEC#: 801-112720
RIA
Registered Investment Advisory firm - (3/29/2018 Approved)Massachusetts
Registered Investment Advisory firm - (1/4/2019 Terminated)Texas
Registered Investment Advisory firm - (12/12/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 Royall Street Suite 102, Canton, MA 02021
Mailing Address
Phone number
(781) 232-2020
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 279 |
| AUM (Assets Under Management) | $ 465,414,148 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2023 | ||
| 01/11/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GRAY PRIVATE WEALTH, LLC
CRD#: 128547Canton, MA 02021TRUST BUT VERIFY
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