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Virginia Mcgowan Gray

Searle & Co.

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About Virginia Mcgowan Gray

Virginia McGowan Gray is a registered investment advisor representative with Searle & Co., with over 37 years of experience in the financial services industry. Virginia holds a Series 7, Series 66, and Series 99TO license. She is registered in 11 states, including Connecticut, New York, Florida, and Virginia. Virginia provides financial planning and portfolio management services to individuals and charitable organizations. She previously worked at Gallagher Equities, Inc. from 1985 to 1990.

Firm Information

Virginia Gray is currently registered with Searle & Co.. Searle & Co. is a corporation headquartered in Greenwich, Connecticut. Founded in 1982, the firm provides portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Searle & Co. manages approximately $648,957,944 in assets, of which $621,321,101 is discretionary. The firm is registered with the SEC and in 23 states.
Searle & Co.

333 GREENWICH AVENUE

GREENWICH, CT 06830

$648.96M

Assets Under Management

Not reported

Total Clients

9

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Virginia Gray’s Registration & Firm History

CT

03/07/2003 - Present

Searle & Co. (GREENWICH CT)

NA

10/04/1985 - 03/23/1990

GALLAGHER EQUITIES, INC.

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Licenses & Designations

BOTH

Issued 02/26/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Virginia Mcgowan Gray.
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