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Douglas Robert Gray

Investment adviser representative at Zions Capital Advisors, Inc.
32 yearsExperience
9 statesRegistered in
$830.8MFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

32 years in the industry.

  1. Zions Capital Advisors, Inc.Aug 2024 to now
  2. Zions Direct, IncJul 1994 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 9 states (AZ, CA, CO, ID, NV, TX, UT, WA, WY).

Zions Capital Advisors, Inc.

$830.8MAssets managed
45Clients
14Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2555216
Firm CRD
131308
Advisor's SEC record (opens in a new tab)
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