David Gray
David Gray is a CFP-designated registered investment advisor at Parisi Gray Wealth Management, LLC, based in Mendham, NJ, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 203 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Parisi Gray charges a single fee for both investment management and financial planning, based on the value of your investments. This fee can be up to 2.00% annually, depending on the complexity of your situation, the amount you invest, and your overall relationship with Parisi Gray. Fees are paid quarterly, in advance. The fee is negotiable.
Location
5 Cold Hill Road S, Suite 1, Mendham, NJ, 07945
Get directionsHistory
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 ActivitiesSells Insurance
David is an independent insurance agent offering fixed insurance solutions, dedicating minimal time to this activity. He also owns rental property and real estate through DPG Properties, LLC, spending minimal time on each.
Employment History
Current Registrations
Parisi Gray Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Oliver Luxxe Assets LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.