Steven Richard Grey

Employer firm

Grey Rhodes Advisors, LLC CRD 311491

$43.6M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → Present
  Grey Rhodes Advisors, Llc
  Palm Beach Gardens, FL
• 02/2010 → Present
  Grey Value Management, Llc
  Palm Beach Gardens, FL
• 11/2014 → Present
  Grey Investment Management, Llc
  Palm Beach Gardens, FL

Other Businesses

(1)Grey Value Management, LLC, Jupiter, Florida. Investment-related. Steven R. Grey is Founder and Managing Principal; a privately-held investment entity that oversees the Grey Value Opportunity Fund. Mr. Grey's duties involve managing the Grey Value Opportunity Fund. Mr. Grey devotes approximately 70 hours per week to his business. (2)Grey Investment Management, LLC, Jupiter, Florida. Investment-related. Steven R. Grey is the Founder and Managing Principal. This firm is the investment manager and general partner of the Grey Value Opportunity Fund. Mr. Grey devotes approximately 70 hours per week to these two businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-23
• S63 Uniform Securities Agent State Law Examination
  2006-01-26

Other Names

• Steve Grey