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Yosef Ghebray

Range Advisory, LLC

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About Yosef Ghebray

Yosef Ghebray is a financial advisor with Range Advisory, LLC. Yosef has been in the financial industry since 2015 and has experience working with various firms such as Fidelity Investments, Wells Fargo Clearing Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Yosef holds the Series 66, Series 7TO, SIE, and Series 7 licenses and is a Certified Financial Planner. He is registered as an investment advisor representative in California, Pennsylvania, Texas, and Virginia. Yosef provides financial planning, portfolio management, and educational seminars.

Firm Information

Yosef Ghebray is currently registered with Range Advisory, LLC. Range Advisory, LLC is an investment advisor based in McLean, Virginia. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They primarily serve individuals, both high-net-worth and non-high-net-worth, with a total of 698 clients and $27.2 million in regulatory assets under management.
Range Advisory, LLC

8350 BROAD STREET

MCLEAN, VA 22102

$27.20M

Assets Under Management

639

Total Clients

11

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.

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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other

Membership dues

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Yosef Ghebray’s Registration & Firm History

VA

10/10/2024 - Present

Range Advisory, LLC (MCLEAN VA)

CA

07/16/2020 - 10/06/2021

FIDELITY BROKERAGE SERVICES LLC (BERKELEY CA)

CA

06/12/2020 - 07/08/2020

WELLS FARGO CLEARING SERVICES, LLC (BERKELEY CA)

CA

02/03/2016 - 05/19/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY CA)

CA

06/01/2015 - 07/30/2015

METLIFE SECURITIES INC. (SAN JOSE CA)

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Licenses & Designations

BOTH

Issued 07/06/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yosef Ghebray.
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