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Deborah L Ray

U.s. Capital Wealth Advisors, LLC

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About Deborah L Ray

Deborah Ray is a financial advisor with over 20 years of experience in the industry. Currently, Deborah is an investment advisor representative of U.S. Capital Wealth Advisors, LLC. Deborah is licensed in Massachusetts and Texas. Deborah holds Series 66, Series 7 and SIE licenses. Previously, Deborah has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Triad Advisors LLC. Deborah is dedicated to providing financial advice to individuals, families, and businesses.

Firm Information

Deborah Ray is currently registered with U.s. Capital Wealth Advisors, LLC. U.S. Capital Wealth Advisors, LLC is an investment advisor based in Houston, TX, managing over $6.8 billion in assets for a diverse clientele, including individuals, businesses, charities, and retirement plans. The firm provides a comprehensive suite of advisory services including financial planning, pension consulting, and portfolio management, with a focus on personalized strategies and client-centric solutions.
U.s. Capital Wealth Advisors, LLC

4444 WESTHEIMER RD.

HOUSTON, TX 77027

$6.82B

Assets Under Management

1

Total Clients

75

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Deborah Ray’s Registration & Firm History

NH

08/31/2022 - Present

U.s. Capital Wealth Advisors, LLC (Bradford NH)

MA

11/02/2018 - 10/06/2022

TRIAD ADVISORS LLC (Andover MA)

MA

02/23/2010 - 03/27/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANDOVER MA)

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Licenses & Designations

BOTH

Issued 04/26/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deborah L Ray.
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