David P Gray
Investment adviser representative at Parisi Gray Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$796MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Parisi Gray Wealth Management, LLCDec 2016 to now
- Purshe Kaplan Sterling InvestmentsFeb 2017 to Mar 2023
- Oliver Luxxe Assets LLCDec 2016 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2008 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Parisi Gray Wealth Management, LLC
$796MAssets managed
203Clients
2Advisers
9 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
- 5349909
- Firm CRD
- 286388