Sarah Gray
Sarah Gray is a registered investment advisor at A.G.P / Alliance Global Partners, based in Holmdel, NJ, with 24 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
2137 Route 35, Suite 345, Holmdel, NJ, 07733
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2019Employment Separation After Allegations
October 2014Judgment / Lien
December 2012Other Business ActivitiesSells Insurance
Sarah is the owner of Gray Wealth Management, where she offers insurance products, dedicating about half of her time to this role. She also spends minimal time with the Clemson Area Chamber and Clemson Women's Group.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
State Registrations5 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.