David
Gray
Chapin, Davis
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About this Advisor
David Gray is a financial advisor operating in Peoria, Illinois with 8 years of relevant experience. Gray is an employee of Chapin, Davis. Throughout their career, they have worked at Axa Advisors, LLC and Chapin Davis. Gray maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Chapin, Davis is a company operating out of Baltimore, MD. The company has offices in three locations and a total of 40 people on staff. It administers $360 million in assets across its 670 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 670 client accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. Chapin, Davis performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees vary depending on which services are provided. However, fees charged by Chapin, Davis most likely include asset-based, hourly, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chapin, Davis Brokerage Details
$359,991,330
40
670
$537,300
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
David Gray Work History
David has been registered as a financial advisor for 8 years.*
Chapin Davis
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David 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 Chapin Davis Asset Management
Baltimore, MD
Bala Cynwyd, PA
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Bala Cynwyd, PA
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