Bryan Michael Gray
Investment adviser representative at Oak Crest Advisory, LLC
4 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$90.2MFirm assets
Are you Bryan Michael Gray? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
4 years in the industry.
- Oak Crest Advisory, LLCJun 2019 to now
- Bryan M. Gray Cpa, Pc.Oct 2015 to now
- Marsh AdvisorsJan 2019 to Jun 2019
- Mirshy FinancialOct 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Oak Crest Advisory, LLC
$90.2MAssets managed
222Clients
3Advisers
4 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
- 6731132
- Firm CRD
- 304255