Yosef Ghebray

Employer firm

Range Advisory, LLC CRD 321969

$654M regulatory AUM 1,180 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 02/2016 → 05/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
• 09/2017 → 05/2020
  Bank Of America, N.A.
  Walnut Creek, CA
• 05/2020 → 06/2020
  Wells Fargo Clearing Services, Llc
  Berkeley, CA
• 05/2020 → 06/2020
  Wells Fargo Bank, Na
  Berkeley, CA
• 07/2020 → 10/2021
  Fidelity Investments
  Berkeley, CA
• 10/2021 → 09/2024
  Betterment
  New York, NY
• 09/2024 → Present
  Range Finance Inc
  Tysons, VA

Previous Registrations

• 2021-11-19 → 2024-09-26
  Betterment
  New York, NY
• 2020-08-13 → 2021-10-06
  Fidelity Personal And Workplace Advisors
  Berkeley, CA
• 2020-06-15 → 2020-07-08
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
  Berkeley, CA
• 2016-02-03 → 2020-05-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
  Oakland, CA
  El Cerrito, CA
  Albany, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-07-06

Designations

• Certified Financial Planner

Other Names

• Yosef Ghebray
• Yosef Berhane Ghebray