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Matthew Thomas Gray

Pure Financial Advisors, LLC

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About Matthew Thomas Gray

Matthew Gray is a financial advisor with Pure Financial Advisors, LLC. Matthew has been in the financial industry since 2013. Matthew holds the Series 6, Series 63, and Series 65 securities licenses. Matthew is a Certified Financial Planner™. Matthew works with individuals, high-net-worth individuals, families, and charitable organizations. Matthew provides a variety of financial services including financial planning, portfolio management, and pension consulting.

Firm Information

Matthew Gray is currently registered with Pure Financial Advisors, LLC. Pure Financial Advisors, LLC is a financial advisor based in San Diego, California. They provide a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and charitable organizations. The firm has over 56 investment advisor representatives and manages approximately $6.3 billion in assets for over 17,000 clients.
Pure Financial Advisors, LLC

3131 CAMINO DEL RIO N

SAN DIEGO, CA 92108

$6.29B

Assets Under Management

Not reported

Total Clients

59

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 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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Matthew Gray’s Registration & Firm History

WA

03/06/2023 - Present

Pure Financial Advisors, LLC (Mercer Island WA)

CO

04/27/2015 - 03/08/2016

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

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Licenses & Designations

BC

Issued 11/16/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/20/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Thomas Gray.
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