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Robert C Gray

Newedge Advisors

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About Robert C Gray

Robert Gray is a financial advisor with over 18 years of experience in the industry. Robert is currently registered with NewEdge Advisors and holds Series 7 and 66 licenses as well as the SIE exam. Robert is also a Registered Investment Advisor in the state of South Dakota. Robert's firm, NewEdge Advisors, has a focus on serving a diverse range of clients including high net worth individuals, charitable organizations, corporations, and individuals. The firm provides services such as portfolio management, financial planning, and pension consulting.

Firm Information

Robert Gray is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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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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Robert Gray’s Registration & Firm History

SD

12/07/2018 - Present

Newedge Advisors (Pierre SD)

SD

04/15/2005 - 11/29/2017

INVESTMENT CENTERS OF AMERICA, INC. (PIERRE SD)

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Licenses & Designations

BOTH

Issued 04/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert C Gray.
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