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RIA / WealthAdvisorCertified Financial Planner19 years in industry

ANDREW DAVID GRAY

Advisor at GRAY WEALTH STRATEGIES LLC

BEND, OR

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Search this name across graphsid dfx:ria:9ddd7e65-ff14-e450-0cc6-ed1cd9f9cf44

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GRAY WEALTH STRATEGIES LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 11, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 11, 2007
First registration: Jan 12, 2007
Dual registered: no
IAPD individual key: 5246929

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GRAY WEALTH STRATEGIES LLC	State registered	Apr 28, 2022	n/a	yes	BEND, OR	Current employment
ASI WEALTH MANAGEMENT & CONSULTING SERVICES	Former SEC adviser	Jan 14, 2021	Mar 2, 2022	no	BEND, OR	Previous registration
VALENTINE VENTURES, LLC	Former SEC adviser	Jan 5, 2016	Dec 31, 2020	no	BEND, OR	Previous registration
MASLOW WEALTH ADVISORS	Independent wealth	Nov 13, 2014	Feb 25, 2015	no	AUSTIN, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Mar 12, 2013	Nov 6, 2013	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jun 20, 2008	Sep 24, 2014	no	SAN ANTONIO, TX	Previous registration
BELL WEALTH MANAGEMENT INC.	Former SEC adviser	Nov 29, 2007	Mar 26, 2008	no	AUSTIN, TX	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jan 12, 2007	Jul 5, 2007	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ASI WEALTH MANAGEMENT & CONSULTING SERVICES	GRAY WEALTH STRATEGIES LLC	Mar 2, 2022	Apr 28, 2022	57	Firm change	RIA to state RIA
VALENTINE VENTURES, LLC	ASI WEALTH MANAGEMENT & CONSULTING SERVICES	Dec 31, 2020	Jan 14, 2021	14	Firm change	RIA to RIA
MASLOW WEALTH ADVISORS	VALENTINE VENTURES, LLC	Feb 25, 2015	Jan 5, 2016	314	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Sep 24, 2014	Mar 12, 2013	-561	Channel change	Other
USAA INVESTMENT SERVICES COMPANY	MASLOW WEALTH ADVISORS	Nov 6, 2013	Nov 13, 2014	372	Firm change	Other
BELL WEALTH MANAGEMENT INC.	USAA FINANCIAL PLANNING SERVICES	Mar 26, 2008	Jun 20, 2008	86	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	BELL WEALTH MANAGEMENT INC.	Jul 5, 2007	Nov 29, 2007	147	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
135060:108138:OR:2020-12-31	Dec 31, 2020	Jan 14, 2021	BEND, OR	Firm change

Relationships

Registered with (8)

→ GRAY WEALTH STRATEGIES LLCRegistered adviserregistration: current employment
Apr 28, 2022 to presentfactForm ADV
→ ASI WEALTH MANAGEMENT & CONSULTING SERVICESRegistered adviserregistration: previous registration
Jan 14, 2021 to Mar 2, 2022factForm ADV
→ VALENTINE VENTURES, LLCRegistered adviserregistration: previous registration
Jan 5, 2016 to Dec 31, 2020factForm ADV
→ MASLOW WEALTH ADVISORSRegistered adviserregistration: previous registration
Nov 13, 2014 to Feb 25, 2015factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jun 20, 2008 to Sep 24, 2014factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Mar 12, 2013 to Nov 6, 2013factForm ADV
→ BELL WEALTH MANAGEMENT INC.Registered adviserregistration: previous registration
Nov 29, 2007 to Mar 26, 2008factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 12, 2007 to Jul 5, 2007factForm ADV

Dated events

Occurred
Mar 2, 2022
Advisor changed firm
Andrew David Gray left Asi Wealth Management & Consulting Services for Gray Wealth Strategies Llc (registered 2022-04-28)
Form ADVobserved 5 days ago