Bryan Michael Gray
Director Of Financial PlanningOak Crest Advisory, LLCCRD 6731132
About Bryan Michael Gray
Bryan Michael Gray is listed as Director Of Financial Planning at Oak Crest Advisory, LLC in Rochester, NY. Form ADV reports a beneficial ownership band of Under 5%. Bryan Michael Gray is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Oak Crest Advisory, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Bryan Michael Gray work?
Bryan Michael Gray is listed as Director Of Financial Planning at Oak Crest Advisory, LLC on SEC Form ADV.
How much of Oak Crest Advisory, LLC does Bryan Michael Gray own?
Form ADV reports a beneficial ownership band of Under 5%.
Oak Crest Advisory, LLC
| Title | Director Of Financial Planning |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Oak Crest Advisory, LLC
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |