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Bryan Michael Gray

Oak Crest Advisory, LLC

Rochester, NY

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Current Employers
Oak Crest Advisory, Llc

160 Linden Oaks, Rochester, NY 14625 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
NY RA APPROVED 2021-06-18
  • TX RA
    APPROVED
    Since 2026-01-06
  • NY RA
    APPROVED
    Since 2021-06-18

Branch Locations

160 Linden Oaks, Rochester, NY 14625 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ontario Arc Canandaigua NY 10/2015 10/2016
Bryan M. Gray Cpa, Pc. Rochester NY 10/2015 Present
Mirshy Financial Rochester NY 10/2016 12/2018
Marsh Advisors Pittsford NY 01/2019 06/2019
Oak Crest Advisory, Llc Rochester NY 06/2019 Present
  • 10/2015 → 10/2016
    Ontario Arc
    Canandaigua, NY
  • 10/2015 → Present
    Bryan M. Gray Cpa, Pc.
    Rochester, NY
  • 10/2016 → 12/2018
    Mirshy Financial
    Rochester, NY
  • 01/2019 → 06/2019
    Marsh Advisors
    Pittsford, NY
  • 06/2019 → Present
    Rochester, NY
Other Businesses

1.) Bryan M. Gray, CPA, PC., investment related, Rochester, NY, Tax and Accounting Services, Owner/100% Shareholder, Start Date 10/2015, majority of hours/month is spent on this business activity, Provides tax and accounting services to individuals and businesses.

Designations

View on SEC IAPD

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Other Offices

More in Rochester, NY

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