Gray Way
Investment adviser representative at Kestra Private Wealth Services, LLC
11 yearsExperience
1 stateRegistered in
$13.5BFirm assets
15 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
11 years in the industry.
- Kestra Private Wealth Services, LLCDec 2023 to now
- Kestra Advisor Services, LLCNov 2023 to now
- Kestra Investment Services, LLCOct 2023 to now
- Canton Wealth PartnersApr 2023 to Sep 2023
- Planters First BankFeb 2021 to Mar 2023
- Stronghill CapitalApr 2020 to Dec 2020
- Centerstate Bank MortgageJan 2017 to Feb 2020
- Unemployed / StudentJan 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 7726560
- Firm CRD
- 155193