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President, Wealth Manager, and Chief Compliance Officer · Longevity Capital Management

Terri A. McGray

CRD 1906340 · 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 Terri A. McGray on its Form ADV as President, Wealth Manager, and Chief Compliance Officer, a control person.

Firms and roles

  • Longevity Capital ManagementPresident, Wealth Manager, and Chief Compliance OfficerWealth manager · Thousand Oaks, CA · $184M in regulatory assets

AtlasMembers

Terri’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
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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

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