Nicholas
Gray
Sym Financial Advisors
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About this Advisor
Nicholas Gray is a financial advisor based in Winona Lake, Indiana, working with Sym Financial Advisors. Nicholas has previously held positions at Purshe Kaplan Sterling Investments and Sym Financial Advisors. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Nicholas is part of Sym Financial Advisors, which operates out of Winona Lake, Indiana. The firm has 4 offices and 75 employees. The firm manages assets totaling $4.1 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, selection of other advisers, and educational seminars. The fee structure at Sym Financial Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sym Financial Advisors Brokerage Details
$4,055,387,303
75
5,346
$758,583
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
- Educational seminars/workshops
Nicholas Gray Work History
Sym Financial Advisors
Purshe Kaplan Sterling Investments
Disclosures
Please visit the SEC profile of Nicholas 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 Sym Financial Advisors
Winona Lake, IN
Fort Wayne, IN
Winona Lake, IN
Winona Lake, IN
Winona Lake, IN
Indianapolis, IN
Winona Lake, IN
Fort Wayne, IN
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