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Charles Gerald Gray

Signaturefd, LLC

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About Charles Gerald Gray

Charles Gray is a financial advisor with Signaturefd, LLC based in Atlanta, Georgia. Charles is a Certified Financial Planner and has been in the industry since 1989. Charles has Series 7, 63, and 65 licenses. Charles's experience includes working with high-net-worth individuals, pension plans, and charitable organizations. Charles provides financial planning, portfolio management, and pension consulting services.

Firm Information

Charles Gray is currently registered with Signaturefd, LLC. Signaturefd, LLC is an investment advisor located in Atlanta, Georgia. They offer a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Signaturefd, LLC manages approximately $7.24 billion in assets for a diverse client base, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their website and social media platforms provide additional information about their services and the firm's expertise.
Signaturefd, LLC

1230 PEACHTREE STREET, NE

ATLANTA, GA 30309

$7.25B

Assets Under Management

21

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Gray’s Registration & Firm History

GA

02/10/2014 - Present

Signaturefd, LLC (ATLANTA GA)

GA

03/07/1994 - 08/29/2013

PPA INVESTMENTS, INC. (ROSWELL GA)

NY

03/21/1989 - 03/09/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/04/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Gerald Gray.
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