Adviser and broker representative · Lincoln Investment
Garrett M. Gray
CRD 6422980 · Maria Stein, OH
At a glance
Garrett M. Gray is an investment adviser representative with Lincoln Investment in Maria Stein, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Garrett’s SEC record dates to 2015, about 11 years ago. Garrett is also registered as a broker representative.
Current advisory firms
- Lincoln InvestmentSince April 2015Maria Stein, OH · $22B in regulatory assets
- Capital AnalystsSince April 2015Maria Stein, OH · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Garrett’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.