Gray
Way
Kestra Private Wealth Services, LLC
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About this Advisor
Gray Way is a financial advisor based in Perry, Georgia, working with Kestra Private Wealth Services, LLC. Gray has previously held positions at Centerstate Bank Mortgage, Stronghill Capital, Planters First Bank, Canton Wealth Partners, Kestra Investment Services, LLC, and Kestra Advisor Services, LLC. Gray has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Gray is part of Kestra Private Wealth Services, LLC, which operates out of Perry, Georgia. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 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 institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gray Way Work History
Kestra Investment Services, LLC
Kestra Advisor Services, LLC
Canton Wealth Partners
Planters First Bank
Stronghill Capital
Centerstate Bank Mortgage
Unemployed / Student
Disclosures
Please visit the SEC profile of Gray Way to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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