Zachary Blake Gray
Investment adviser representative at Rooted Wealth Advisors
10 yearsExperience
5 statesRegistered in
$408.8MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Rooted Wealth Advisors, Inc.Oct 2016 to now
- Wall Street Financial Group, Inc.Jun 2017 to Apr 2020
- Ae Wealth Management, LLCDec 2016 to Sep 2021
- Noble Wealth Management Inc dba Wall Street Financial GroupOct 2016 to Apr 2020
- William C. Burnside & Company, Inc.Oct 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 5 states (CO, IL, IN, TN, TX).
Rooted Wealth Advisors
Legal name: Rooted Wealth Advisors, Inc.
$408.8MAssets managed
1,652Clients
8Advisers
5 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
- 5278372
- Firm CRD
- 313759