Cameron T Gray

Employer firm

Park Capital Management, LLC CRD 158965

$868M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2013 → 10/2016
  Morgan Stanley Smith Barney
  Beavercreek, OH
• 01/2015 → 10/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2016 → 04/2018
  Pnc Investments, Llc
  New Carlisle, OH
• 04/2018 → Present
  Park Capital Management
  Madison, WI

Previous Registrations

• 2016-11-07 → 2018-04-11
  Pnc Wealth Management Llc
  New Carlisle, OH
  Huber Heights, OH
  Dayton, OH
• 2013-07-26 → 2016-10-29
  Morgan Stanley
  Beavercreek, OH

Other Businesses

LICENSED INSURANCE AGENT; INVESTMENT RELATED: YES; 1601 GREENWAY CROSS SUITE 201 MADISON WISCONSIN 53713 UNITED STATES; MR. GRAY IS A LICENSED INSURANCE AGENT AND MAY RECOMMEND INSURANCE PRODUCTS OFFERED BY VARIOUS INSURANCE CARRIERS. IDENTIFYING, QUOTING, SERVICING, PRODUCING LIFE INSURANCE ; START DATE: 2018-04-16; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 3;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1;

Exams

• S66 Uniform Combined State Law Examination
  2013-07-25

Designations

• Certified Financial Planner