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Evan B Grey

Grey Private Capital

Charlotte, NC

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Current Employers
Grey Private Capital

14011 Bespoke Rd Unit 2219, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-17
NY RA APPROVED 2023-04-27
  • NC RA
    APPROVED
    Since 2024-10-17
  • NY RA
    APPROVED
    Since 2023-04-27

Branch Locations

14011 Bespoke Rd Unit 2219, Charlotte, NC 28277 • 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
Grey Capital Management, Llc Jamestown NY 03/2023 07/2024
Ogorek Wealth Management Llc Jamestown NY 06/2019 04/2023
Mercyhurst University Erie PA 06/2017 06/2019
Jamestown Community College Jamestown NY 06/2015 06/2017
Ask Capital Holdings, Inc. San Diego CA 06/2023 Present
Grey Capital Management, Llc Charlotte NC 07/2024 Present
  • 03/2023 → 07/2024
    Grey Capital Management, Llc
    Jamestown, NY
  • 06/2019 → 04/2023
    Ogorek Wealth Management Llc
    Jamestown, NY
  • 06/2017 → 06/2019
    Mercyhurst University
    Erie, PA
  • 06/2015 → 06/2017
    Jamestown Community College
    Jamestown, NY
  • 06/2023 → Present
    Ask Capital Holdings, Inc.
    San Diego, CA
  • 07/2024 → Present
    Grey Capital Management, Llc
    Charlotte, NC
Other Businesses

Evan Grey is also an employee of ASK Capital Holdings, Inc., a single-family office. Evan Grey devotes more than 50% of his time to his outside business activities.

Designations
Other Names
  • Evan Grey

View on SEC IAPD

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