Claudia Leeanne Gray
Investment adviser representative at Nova R Wealth, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$452.6MFirm 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 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
10 years in the industry.
- Nova R Wealth, Inc.Aug 2026 to now
- Stepp & Rothwell, Inc.Nov 2020 to Jul 2026
- American DirectMay 2018 to Nov 2020
- Sam's ClubMar 2018 to May 2018
- Loomis USFeb 2018 to Mar 2018
- Not EmployedNov 2017 to Feb 2018
- Sam's ClubFeb 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KS).
Nova R Wealth, Inc.
$452.6MAssets managed
323Clients
5Advisers
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
- 7667589
- Firm CRD
- 169574