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Michael Stewart Wilkins

Gray OAK Capital Management, LLC

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About Michael Stewart Wilkins

Michael Stewart Wilkins is a financial professional with over 30 years of experience in the financial services industry. Michael Wilkins is currently registered with Gray Oak Capital Management, LLC. Michael Wilkins has also held previous positions with several other firms, including Velocity Capital, LLC, Quantix Clearing, LLC, Precision Securities, LLC, Concept Capital Markets, LLC, BMO Capital Markets Corp., Paloma Securities L.L.C., INFM Securities LLC, Spear, Leeds & Kellogg, and First Albany Corporation.

Firm Information

Michael Wilkins is currently registered with Gray OAK Capital Management, LLC. Gray OAK Capital Management, LLC is an investment advisor registered with the SEC and based in New York, NY. The firm manages assets for pooled investment vehicles and other investment advisors. They have approximately $50.15 million in regulatory assets under management, with 5 investment advisory functions, 3 investment advisor representatives, and 2 registered representatives.

$50.16M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Wilkins’s Registration & Firm History

CT

09/29/2023 - Present

Gray OAK Capital Management, LLC (GREENWICH CT)

NY

09/19/2016 - 02/28/2020

VELOCITY CAPITAL, LLC (New York NY)

NJ

08/21/2019 - 11/21/2019

QUANTEX CLEARING, LLC (HAZLET NJ)

CA

03/24/2017 - 04/18/2019

PRECISION SECURITIES, LLC (DEL MAR CA)

CT

10/05/2012 - 03/11/2015

CONCEPT CAPITAL MARKETS, LLC (GREENWICH CT)

NY

12/15/2009 - 01/13/2011

BMO CAPITAL MARKETS CORP. (NEW YORK NY)

CT

04/24/1992 - 12/21/2009

PALOMA SECURITIES L.L.C. (GREENWICH CT)

CT

03/22/2005 - 12/13/2005

INFM SECURITIES LLC (GREENWICH CT)

NY

01/14/1992 - 03/17/1992

SPEAR, LEEDS & KELLOGG (NEW YORK NY)

NY

06/23/1987 - 12/13/1991

FIRST ALBANY CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Stewart Wilkins.
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