Partner, Director of Client Services · Castlepoint Wealth Advisors
Melissa K. Ray
CRD 7023594 · Named on Form ADV at one SEC-registered adviser
At a glance
Castlepoint Wealth Advisors, an SEC-registered wealth manager based in Oklahoma City, OK with $751 million in regulatory assets, lists Melissa K. Ray on its Form ADV as Partner, Director of Client Services.
Firms and roles
- Castlepoint Wealth AdvisorsPartner, Director of Client ServicesWealth manager · Oklahoma City, OK · $751M in regulatory assets
AtlasMembers
Melissa’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
- Locked
- 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
- Kendall W. KingManaging Member, Castlepoint Wealth Advisors
- Jacob N. WeatherfordPartner, Wealth Advisor, Castlepoint Wealth Advisors
- Drew S. GarnerPartner, COO, Wealth Advisor, Chief Compliance Officer, Castlepoint Wealth Advisors
- Adam W. LeeChief Investment Officer, Castlepoint Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.