Trinity S. Gray

Employer firm

Envestnet Pmc CRD 111694

$615B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2012 → 11/2020
  Tiaa
  Philadelphia, PA
• 01/2021 → 08/2021
  Thrivent Investment Management Inc
  Yeadon, PA
• 09/2021 → 11/2023
  Envestnet Pmc
  Chicago, IL
• 12/2023 → 07/2024
  J.P. Morgan Securities Llc
  Philadelphia, PA
• 12/2023 → 07/2024
  Jpmorgan Chase Bank, N.A.
  Philadelphia, PA
• 12/2020 → 12/2020
  Unemployed
  Yeadon, PA
• 08/2024 → Present
  Envestnet Pmc
  Chicago, IL

Previous Registrations

• 2023-12-22 → 2024-07-23
  J.P. Morgan Securities Llc
  Philadelphia, PA
• 2021-10-19 → 2023-09-28
  Envestnet Pmc
  Berwyn, PA
  Berwyn, PA
• 2021-02-02 → 2021-09-03
  Thrivent Investment Management Inc.
  Yeadon, PA
  Havertown, PA
  Montvale, NJ
• 2012-07-06 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA
• 2010-09-15 → 2010-12-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Philadelphia
  New York, NY
• 2008-09-08 → 2009-10-13
  Banc Of America Investment Services, Inc.
  Philadelphia, PA
• 2006-06-22 → 2008-08-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-30
• S66 Uniform Combined State Law Examination
  2004-09-20

Other Names

• Trinity Shaun Gray
• Trinity Gray
• Trinitt S Gray