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900 Cummings Center Suite 212-U, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2008-04-02 |
Branch Locations
900 Cummings Center Suite 212-U, Beverly, MA 01915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grey Investments | Beverly | MA | 06/2003 | Present |
| Family Fiduciary Services, Inc. | Beverly | MA | 10/2007 | Present |
FAMILY FIDUCIARY SERVICES, INC. SERVES AS A CORPORATE TRUSTEE FOR TRUSTS AND PROVIDES INVESTMENT ADVICE THROUGH A SUB-ADVISORY RELATIONSHIP WITH GREY INVESTMENTS. ON OCTOBER 31, 2007, DAVID L. GREY BEGAN SERVING AS PRESIDENT OF FAMILY FIDUCIARY SERVICES, INC. DAVID L. GREY HAS DAY-TO-DAY RESPONSIBILITY FOR THE OPERATION, TO INCLUDE ACCOUNTING, TRUST SERVICES, ETC. FAMILY FIDUCIARY SERVICES, INC. PROVIDES INVESTMENT ADVICE. MR. GREY SPENDS 20 HOURS PER MONTH ON FAMILY FIDUCIARY BUSINESS AND NO HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-09 |
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