Dell Robinson Gray

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2011 → 11/2018
  Wicks Emmett Llp
  Roseburg, OR
• 11/2018 → Present
  D.A. Davidson & Co.
  Roseburg, OR

Other Businesses

COMMUNITY CANCER CENTER; NON-INVESTMENT RELATED; ROSEBURG, OR; NON-PROFIT; BOARD MEMBER; STARTING 1/10/2022; APPROX 4 HRS/YR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; ATTEND BOARD MEETINGS.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-01

Other Names

• Dell Gray