Chief Executive Officer / Chief Investment Officer / Chief Compliance Officer · Gray Private Wealth, LLC
Justin J. Klunder
CRD 6318094 · Named on Form ADV at one SEC-registered adviser
At a glance
Gray Private Wealth, LLC, an SEC-registered wealth manager based in Canton, MA with $541 million in regulatory assets, lists Justin J. Klunder on its Form ADV as Chief Executive Officer / Chief Investment Officer / Chief Compliance Officer, a control person.
Firms and roles
- Gray Private Wealth, LLCChief Executive Officer / Chief Investment Officer / Chief Compliance OfficerWealth manager · Canton, MA · $541M in regulatory assets
AtlasMembers
Justin’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James A. DeleoMember, Gray Private Wealth, LLC
- Richard A. HirschenMember, Gray Private Wealth, LLC
- Kelly A BerardiMember, Gray Private Wealth, LLC
- Derrick J RebelloMember, Gray Private Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.