Melissa Ann Gray
Investment adviser representative at Merkle Retirement Planning
12 yearsExperience
1 stateRegistered in
$568.8MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Merkle Retirement PlanningMay 2021 to now
- Elite Retirement PlanningOct 2019 to now
- UnemployedJul 2018 to Oct 2019
- Voya Financial AdvisorsSep 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IA).
Merkle Retirement Planning
Legal name: Elite Retirement Planning, LLC
$568.8MAssets managed
1,019Clients
14Advisers
6 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
- 4008891
- Firm CRD
- 297942