Derek G Gray
Investment adviser representative at Curran Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$804.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
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
10 years in the industry.
- Curran Wealth ManagementAug 2021 to now
- Cim, LLCDec 2016 to now
- Cimas, LLCDec 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Curran Wealth Management
Legal name: Cim, LLC
$804.3MAssets managed
385Clients
3Advisers
21 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
- 4897218
- Firm CRD
- 132136