Gray Clark Peckham
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm 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
11 years in the industry.
- Osaic Institutions, Inc.May 2024 to now
- Osaic Instituions, Inc.May 2024 to now
- The Milford BankMay 2024 to now
- Fidelity Brokerage Services LLCJun 2021 to May 2024
- Northwestern Mutual Investment Services LLCFeb 2020 to Jun 2021
- Northwestern Mutual Life Insurance CompanyNov 2019 to Jun 2021
- American Impact Capital FoundationOct 2018 to Oct 2019
- UnemployedJun 2018 to Sep 2018
- Precocity CapitalDec 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
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
- 5228428
- Firm CRD
- 35371