Derek Gray is a CFP-designated registered investment advisor at Curran Wealth Management, based in Albany, NY, with 21 years of industry experience. Derek is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 385 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Blended rate typically ranges from 0.5% to 1.00% for non-institutional clients depending on account size and nature. Fees are negotiable.
Fee Estimator
Location
30 S. Pearl Street, 9th Floor, Albany, NY, 12207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Derek owns a rental property on Dunsbach Rd in Clifton Park, NY, which he rents to residential tenants. He devotes minimal time to this non-investment related activity, typically none during trading hours.
Employment History
Current Registrations
Curran Wealth Management
Cimas, LLCBroker
Previous Registrations
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Phoenix Equity Planning CorporationBroker
State Registrations1 state
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.
Exams
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