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Bryce Douglas Gray

Investment adviser representative at Generational Wealth Advisors
27 yearsExperience
1 stateRegistered in
$568.8MFirm assets
19 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
  • Pension consulting
  • Seminars and workshops

Experience

27 years in the industry.

  1. Generational Wealth AdvisorsJan 2026 to now
  2. Talis Advisory Services, LLCOct 2018 to now
  3. Generational EquityJun 2017 to now
  4. Majestic Strong Tower, LLCJan 2007 to now
  5. Majestic Advisors, Inc.Aug 2001 to now
  6. Majestic Auto Leasing, LLCJan 1999 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (MI).

Generational Wealth Advisors

Legal name: Talis Advisory Services, LLC

$568.8MAssets managed
184Clients
14Advisers
19 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
4614462
Firm CRD
135145
Advisor's SEC record (opens in a new tab)
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