Andrew David Gray

Employer firm

Gray Wealth Strategies LLC CRD 319415

$91.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/2015 → 12/2020
  Valentine Ventures, Llc
  Bend, OR
• 01/2021 → 03/2022
  Asi Wealth Management & Consulting Services
  Bend, OR
• 03/2022 → Present
  Gray Wealth Strategies Llc
  Bend, OR

Previous Registrations

• 2021-01-14 → 2022-03-02
  Asi Wealth Management & Consulting Services
  Bend, OR
• 2016-01-05 → 2020-12-31
  Valentine Ventures, Llc
  Bend, OR
• 2014-11-13 → 2015-02-25
  Maslow Wealth Advisors
  Austin, TX
• 2008-06-20 → 2014-09-24
  Usaa Financial Planning Services
  San Antonio, TX
• 2013-03-12 → 2013-11-06
  Usaa Investment Services Company
  San Antonio, TX
• 2007-11-29 → 2008-03-26
  Bell Wealth Management Inc.
  Austin, TX
• 2007-01-12 → 2007-07-05
  Banc Of America Investment Services, Inc.
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-01-11

Designations

• Certified Financial Planner