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Randy Earl Gay

Pinnacle Wealth Advisors

Clackamas, OR

CRD 5642216

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Employer firm

Pinnacle Wealth Advisors CRD 117517

$550M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Pinnacle Wealth Advisors

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-12-03
TX RA APPROVED_RES 2022-05-10
  • OR RA
    APPROVED
    Since 2024-12-03
  • TX RA
    APPROVED_RES
    Since 2022-05-10

Branch Locations

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pinnacle Wealth Advisors, Inc. Clackamas OR 02/2016 Present
R & R 419, Inc. Clackamas OR 09/2018 Present
Security First Advisors, Inc. Portland OR 11/2023 03/2025
  • 02/2016 → Present
    Pinnacle Wealth Advisors, Inc.
    Clackamas, OR
  • 09/2018 → Present
    R & R 419, Inc.
    Clackamas, OR
  • 11/2023 → 03/2025
    Security First Advisors, Inc.
    Portland, OR
Previous Registrations
Other Businesses

R & R 419, Inc.; Investment related; 9200 SE Sunnyside Boulevard, #170, Clackamas, OR; tax related pass through entity for managing income and expenses associated with my role with Pinnacle Wealth Advisors, Inc. and insurance business I conduct in my individual capacity as a licensed insurance agent; President; September 2018 - Present; 10 HOURS PER MONTH DURING TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-11
  • S66 Uniform Combined State Law Examination
    2009-06-11
Other Names
  • Randy E. Gay

View on SEC IAPD

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