Member · Longevity Capital Management
Paul J. McGray
CRD 7803494 · Named on Form ADV at one SEC-registered adviser
At a glance
Longevity Capital Management, an SEC-registered wealth manager based in Thousand Oaks, CA with $184 million in regulatory assets, lists Paul J. McGray on its Form ADV as Member.
Firms and roles
- Longevity Capital ManagementMemberWealth manager · Thousand Oaks, CA · $184M in regulatory assets
AtlasMembers
Paul’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
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- 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
- Terri A. McGrayPresident, Wealth Manager, and Chief Compliance Officer, Longevity Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.