Rodney Patrick Gray

Employer firm

Wedbush Securities Inc. CRD 877

$5.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 03/2010 → 03/2025
  Morgan Stanley Smith Barney
  Alexandria, VA
• 01/2015 → 03/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2025 → Present
  Wedbush Securities Inc.
  Middleburg, VA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2010-06-29 → 2025-04-07
  Morgan Stanley
  Alexandria, VA
  Alexandria, VA
• 2008-03-04 → 2010-04-09
  Strategic Advisers Llc
  Tysons Corner, VA
• 2008-01-10 → 2008-01-28
  Edward Jones
  Maryville, TN
• 2006-02-21 → 2008-01-24
  Citigroup Global Markets Inc.
  Alexandria, VA
  New York, NY
  Alexandria, VA
• 2001-08-06 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Alexandria, VA

Other Businesses

(1) Fiddlers Green Farm; Investment Related; Amissville, VA; Agriculture; Farm Owner; Start: 2/2024; Approx: No time allocated; Duties: sell hay to a local farmer. (2) Fiddlers Green Wealth Advisory - PIC; investment-related; Middleburg, VA; DBA for wealth management business; about 40 hours dedicated monthly, all of which during trading hours; 06/01/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-25
• S63 Uniform Securities Agent State Law Examination
  1993-12-22