Robert
Gray

Captrust

CRD#4518834
Investment Advisor
in Raleigh, NC
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About this Advisor

Robert Gray is an advisor whose office is in Raleigh, North Carolina. Currently a registered financial advisor at Captrust, they have accumulated 12 years of professional experience in the financial advisory industry. Gray has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Gray is registered to act as a financial advisor based out of Maryland, Texas and North Carolina. During their career, the advisor has held roles at Captrust Financial Advisors and Capfinancial Securities, LLC. Captrust is headquartered in Raleigh, North Carolina, and has 34 additional brick-and-mortar locations across the nation. In aggregate, Captrust oversees $274 billion in assets throughout 16,305 client accounts and employs more than 412 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 9,438 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 8% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Captrust provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Personal Financial Specialist

Years of Experience

12 years

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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$289,654,600,995

NC Average: $3,625,019,099
Total Number of Employees

515

NC Average: 22
Total Number of Accounts

19,209

NC Average: 1,917
Average Account Size

$15,079,109

NC Average: $1,890,985

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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
  • Publication of periodicals or newsletters

Robert Gray Work History

Robert has 12 years of experience.

2006 - Present (13 years)

Captrust Financial Advisors

2006 - Present (13 years)

Capfinancial Securities, LLC

Disclosures

Robert Gray has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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