Invested Better
Unclaimed

Unclaimed

Unclaimed

Donovan Conrad Gray

Casey Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Donovan? Claim Your Profile

About Donovan Conrad Gray

Donovan Conrad Gray is a financial professional with over 18 years of experience in the industry. Donovan is a registered representative with Casey Securities LLC, located in Greenbrae, California. Donovan holds a number of licenses, including Series 4, 7, 24, 45, 57TO, and 63. Donovan has worked with Casey Securities LLC since 2005, and previously worked with the firm in the Greenbrae, California branch. Donovan is a highly experienced and qualified financial professional who is committed to providing his clients with the best possible service.

Firm Information

Donovan Gray is currently registered with Casey Securities LLC. Casey Securities LLC is a Limited Liability Company formed in 2019. It is registered in California and has been approved for SEC registration. The firm is currently approved to operate in 1 state and has 1 approved SEC registration. The firm has reported 15 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

27

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Donovan Gray’s Registration & Firm History

CA

01/17/2024 - Present

Casey Securities LLC (Greenbrae CA)

CA

05/13/2005 - 01/02/2024

CASEY SECURITIES LLC (GREENBRAE CA)

Not sure if Donovan Conrad Gray is right for you?

Licenses & Designations

BC

Issued 05/01/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2008

Series 4 - Registered Options Principal Examination

BC

Issued 01/23/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2007

Series 7 - General Securities Representative Examination

BC

Issued 11/07/2005

Series 45 - PCX Floor Broker Exam

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

F

FINRA

N

NYSE Arca, Inc.

Disclosures

There is public disclosure for Donovan Conrad Gray. Review regulatory record here.
Not sure if Donovan Conrad Gray is right for you?