Bryan Gray
Bryan Gray is a registered investment advisor at Osaic Wealth, INC., based in Littleton, CO, with 33 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
14 West Dry Creek Circle, Littleton, CO, 80120
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2014Customer Dispute
August 2010Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Bryan owns Alpine Planning Group, where he sells life insurance, annuities, long-term care, and disability insurance, dedicating full-time hours to this. He also owns 25% of Backnine Holdings LLC and is the owner of Alpineplanninggroup, Inc., dedicating full-time hours to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.