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Member/chief Compliance Officer · Parisi Gray Wealth Management, LLC

David P Gray

CRD 5349909 · Named on Form ADV at one SEC-registered adviser

At a glance

Parisi Gray Wealth Management, LLC, an SEC-registered wealth manager based in Mendham, NJ with $796 million in regulatory assets, lists David P Gray on its Form ADV as Member/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

David’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John F. ParisiManaging Member and Chief Investment Officer, Parisi Gray Wealth Management, LLC
  • Christina M. ThomasChief Administrative Officer, Parisi Gray Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.