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Christopher Jacob Vasquez

Investment adviser representative at Lucien Stirling & Gray Advisory Group Inc
3 yearsExperience
1 stateRegistered in
$146.6MFirm assets
12 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

Experience

3 years in the industry.

  1. Lucien, Stirling & Gray Advisory Group, Inc.Sep 2014 to now
  2. Lucien, Stirlng & Gray Financial CorporationMar 2014 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (TX).

Lucien Stirling & Gray Advisory Group Inc

$146.6MAssets managed
147Clients
3Advisers
12 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
6015147
Firm CRD
112641
Advisor's SEC record (opens in a new tab)
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