Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gray? Claim Your ProfileGray Allan Coulton is a financial advisor with over 17 years of experience in the industry. Gray has been with Robert W. Baird & Co. Inc. since 2011. Prior to that, Gray worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Gray holds the Series 7, 9, 10, 31, and 63 licenses, as well as the SIE and Series 65. Gray is registered in 24 states, and specializes in portfolio management for individuals, businesses, and investment companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
SC
05/26/2017 - Present
Robert W. Baird & Co. Inc. (Charleston SC)
SC
06/01/2009 - 01/12/2011
MORGAN STANLEY SMITH BARNEY (CHARLESTON SC)
SC
07/15/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)
IA
Issued 07/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/28/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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