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Steven Mack Gray

Feltl Advisors

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About Steven Mack Gray

Steven Mack Gray is a registered investment advisor representative with Feltl Advisors. Steven has been in the financial industry since 2002. He is a registered investment advisor representative in Alabama, California, Florida, Georgia, Illinois, Missouri and North Carolina. Steven is licensed to provide financial advice to individuals and corporations, with a focus on portfolio management and financial planning.

Firm Information

Steven Gray is currently registered with Feltl Advisors. Feltl Advisors is a registered investment adviser located in Plymouth, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and other businesses. They also offer other services such as selection of other advisers and wrap accounts through non-affiliated providers. Feltl Advisors has approximately $120,639,894 in regulatory assets under management.
Feltl Advisors

ONE CARLSON PARKWAY NORTH

PLYMOUTH, MN 55447

$120.64M

Assets Under Management

Not reported

Total Clients

15

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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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.

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wrap accounts through non-affiliated providers

Wrap accounts through non-affiliated providers

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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other

Percentage of assets under outside management

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Steven Gray’s Registration & Firm History

MN

05/19/2015 - Present

Feltl Advisors (PLYMOUTH MN)

IL

03/30/2010 - 04/15/2015

INVESTMENT PROFESSIONALS, INC. (BETHALTO IL)

IL

08/06/2007 - 03/24/2010

U.S. BANCORP INVESTMENTS, INC. (ALTON IL)

IL

08/27/2002 - 07/31/2007

EDWARD JONES (CARLINVILLE IL)

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Licenses & Designations

BOTH

Issued 02/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Steven Mack Gray.
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