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Zachary Blake Gray

Rooted Wealth Advisors

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About Zachary Blake Gray

Zachary Gray is a financial advisor with Rooted Wealth Advisors. Zachary has been working in the financial industry since 2006 and has a Series 6, Series 63, Series 65, and SIE licenses. Zachary specializes in portfolio management for individuals and financial planning. Zachary has experience working with clients of various types, including individuals, high-net-worth individuals, and charitable organizations. Zachary’s prior employment includes positions at William C. Burnside & Company, Inc., Country Capital Management Company, and Noble Wealth Management Inc DBA Wall Street Financial Group.

Firm Information

Zachary Gray is currently registered with Rooted Wealth Advisors. Rooted Wealth Advisors is a financial advisory firm based in Bourbonnais, IL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Rooted Wealth Advisors manages approximately $318 million in assets for over 3,276 clients.
Rooted Wealth Advisors

389 WILLIAM LATHAM R SENIOR DRIVE

BOURBONNAIS, IL 60914

$318.35M

Assets Under Management

3

Total Clients

5

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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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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Zachary Gray’s Registration & Firm History

IL

07/07/2022 - Present

Rooted Wealth Advisors (BOURBONNAIS IL)

IL

10/17/2016 - 06/06/2018

WILLIAM C. BURNSIDE & COMPANY, INC. (DANVILLE IL)

IL

12/11/2007 - 10/11/2016

COUNTRY CAPITAL MANAGEMENT COMPANY (CLIFTON IL)

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Licenses & Designations

IA

Issued 12/14/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Blake Gray.
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