Erin
Gray
Obsidian Personal Planning Solutions, LLC
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About this Advisor
Erin Gray is a financial advisor based in Rockville, Maryland, working with Obsidian Personal Planning Solutions, LLC. Erin has previously held positions at Ameriprise Financial Services, Michigan State University, The E.W. Scripps Company, Fox 47 News, Macdonald Broadcasting, Biggby Coffee, The State News, Sterling Heights Parks And Recreation, Lifetime Fitness, Weekend Warior Events LLC, Michigan State University Cafeteria, New Balance, Triad Advisors, Wag, Poshmark, and Obsidian Personal Planning Solutions, LLC. Erin has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Erin is part of Obsidian Personal Planning Solutions, LLC, which operates out of Rockville, Maryland. The firm has 1 office and 8 employees. The firm manages assets totaling $312.8 million 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, and selection of other advisers. The fee structure at Obsidian Personal Planning Solutions, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Obsidian Personal Planning Solutions, LLC Brokerage Details
$312,821,881
8
864
$362,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Erin Gray Work History
Triad Advisors
Obsidian Personal Planning Solutions, LLC
Wag
Poshmark
Ameriprise Financial Services
Michigan State University
Macdonald Broadcasting
Weekend Warior Events LLC
The E.W. Scripps Company, Fox 47 News
The State News
Lifetime Fitness
Biggby Coffee
Biggby Coffee
Michigan State University Cafeteria
New Balance
Michigan State University
Sterling Heights Parks And Recreation
Disclosures
Please visit the SEC profile of Erin 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 Obsidian Personal Planning Solutions, LLC
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
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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