Director of Financial Planning · Oak Crest Advisory, LLC
Bryan M. Gray
CRD 6731132 · Named on Form ADV at one SEC-registered adviser
At a glance
Oak Crest Advisory, LLC, an SEC-registered wealth manager based in Rochester, NY with $90 million in regulatory assets, lists Bryan M. Gray on its Form ADV as Director of Financial Planning, a control person.
Firms and roles
- Oak Crest Advisory, LLCDirector of Financial PlanningWealth manager · Rochester, NY · $90M in regulatory assets
AtlasMembers
Bryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Gregory P. MulburyCFO, Oak Crest Advisory, LLC
- Michael T. StrongChief Compliance Officer, Oak Crest Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.