Kent Gravely

Employer firm

Fortress Private Ledger, LLC CRD 290298

$584M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• CONSULTING

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

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

Current Employers

Employment History

• 03/2016 → 06/2019
  Lpl Financial, Llc
  Mount Airy, NC
• 06/2019 → Present
  Fortress Private Ledger, Llc
  Raleigh, NC

Previous Registrations

• 2016-03-29 → 2019-06-05
  Lpl Financial Llc
  Mount Airy, NC
  Montgomery, AL
  Mount Airy, NC
• 2008-07-30 → 2016-03-30
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Mount Airy, NC

Other Businesses

1. 03/29/2016 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ 5%/ 105 BEAUREGARD AVE, HIGHLAND SPRINGS, VA 23075 2. 04/11/2020 - CHURCH MINISTRY FOR MUSIC DIRECTION AND PERFORMANCE; RECEIVE A SMALL STIPEND FOR THE MINSTRY

Exams

• S66 Uniform Combined State Law Examination
  2008-07-29
• S63 Uniform Securities Agent State Law Examination
  2006-02-15

Designations

• Certified Financial Planner

Other Names

• Kent Gravely
• Peyton Kent Gravely