David Lawrence Grey
Investment adviser representative at Family Fiduciary Services, Inc.
23 yearsExperience
1 stateRegistered in
$254.2MFirm 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 assetsFixed 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
23 years in the industry.
- Family Fiduciary Services, Inc.Oct 2007 to now
- Grey InvestmentsJun 2003 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (MA).
Family Fiduciary Services, Inc.
$254.2MAssets managed
129Clients
6Advisers
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
- 4733223
- Firm CRD
- 146339