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Colin H Gray

Pacific Sage Partners, LLC

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About Colin H Gray

Colin H Gray is a financial advisor with Pacific Sage Partners, LLC in EDMONDS, WA. Colin has been a registered investment advisor representative since 2011. Colin has worked as a financial advisor at Charles Schwab & Co., Inc. and Tradewinds Capital Management, LLC before joining Pacific Sage Partners, LLC. Colin is a CERTIFIED FINANCIAL PLANNER™ professional. Colin's specializations include retirement planning, investment planning and college savings planning.

Firm Information

Colin Gray is currently registered with Pacific Sage Partners, LLC. Pacific Sage Partners, LLC is an investment advisor registered with the SEC. They are headquartered in Edmonds, WA and have been advising clients since 2003. Pacific Sage Partners, LLC specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. They currently manage over $767 million in assets for 2,247 clients.
Pacific Sage Partners, LLC

505 5TH AVENUE SOUTH

EDMONDS, WA 98020

$767.30M

Assets Under Management

Not reported

Total Clients

4

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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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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Colin Gray’s Registration & Firm History

WA

04/03/2022 - Present

Pacific Sage Partners, LLC (EDMONDS WA)

AZ

06/13/2013 - 04/02/2019

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

AZ

07/15/2011 - 05/17/2013

EDWARD JONES (MESA AZ)

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Licenses & Designations

BOTH

Issued 07/29/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/14/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/04/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin H Gray.
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