Charles
Gray

Signaturefd, LLC

CRD#1921547
Investment Advisor
in Atlanta, GA

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About this Advisor

Charles Gray is a financial advisor based in Atlanta, Georgia, working with Signaturefd, LLC. Charles has previously held a position at Signaturefd, LLC. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Charles is part of Signaturefd, LLC, which operates out of Atlanta, Georgia. The firm has 2 offices and 108 employees. The firm manages assets totaling $7.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Signaturefd, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1230 Peachtree Street, Ne Suite 1800
Atlanta, GA 30309

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Signaturefd, LLC Brokerage Details

Total Assets Under Management

$7,245,750,124

GA Average: $3,570,121,308
Total Number of Employees

108

GA Average: 58
Total Number of Accounts

9,871

GA Average: 1,608
Average Account Size

$734,044

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Charles Gray Work History

2013 - Present (11 years)

Signaturefd, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Charles Gray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Signaturefd, LLC

Mckenna Law
Atlanta, GA
Alex Moss
Atlanta, GA
Thomas Hill
Atlanta, GA
Timothy Maurer
Atlanta, GA
Brian Frey
Atlanta, GA
Charles Gray
Atlanta, GA
Isobo Amaso
Atlanta, GA
James Sturgis
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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