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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GREY LEDGE ADVISORS, LLC

CRD 124867

GUILFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9e2a7809-ea0c-d3c8-1771-14c6a7a14ad4

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 6
On other graphs: 0
Observed: Mar 28, 2012 to Mar 30, 2026
32 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $616MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $616M
Private client RAUM: $539MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $77.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,575
Individual clients: 657
High net worth clients: 142
Custody, client assets: $113M
SEC number: 801-61932
CIK: 1660694
CRD: 124867
Filings on the tape: 32
First filed: Mar 28, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, CT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
COLLEEN A VENTER	n/a	GUILFORD, CT	21	21	n/a	no
BRANT ALAN WALKER	n/a	GUILFORD, CT	13	28	n/a	no
Charles Edward Reagle	n/a	GUILFORD, CT	6	10	1	no
ANTHONY FRED MORGILLO	Certified Financial Planner	GUILFORD, CT	6	28	5	no
SCOTT JOHN ALBRACCIO	n/a	GUILFORD, CT	5	34	2	no
JOHN ROBERT BURZENSKI	Personal Financial Specialist	GUILFORD, CT	5	43	2	no
MICHAEL OTIS SCHULITZ	Certified Financial Planner	GUILFORD, CT	0	35	5	no
JASON A KISH	Chartered Financial Analyst	GUILFORD, CT	0	28	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RUSSELL, KENNETH, ROBERT	PRESIDENT AND CHIEF EXECUTIVE OFFICER	Na	yes	01/2020	Mar 5, 2020	Aug 21, 2024
THE GUILFORD SAVINGS BANK	Owner	E	yes	08/2011	Mar 28, 2012	Aug 21, 2024
VENTER, COLLEEN, A	CHIEF COMPLIANCE OFFICER	Na	yes	01/2006	Mar 28, 2012	Aug 21, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
EAST HAVEN	Ct	United States	2	no
Branford	Ct	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$616M	$616M	12	4	0	n/a	n/a
2024	Mar 4, 2025	$540M	$540M	14	7	1	n/a	n/a
2023	Feb 29, 2024	$475M	$475M	13	7	2	n/a	n/a
2022	Mar 3, 2023	$452M	$452M	13	7	2	n/a	n/a
2021	Mar 15, 2022	$530M	$529M	12	8	3	n/a	n/a
2020	Mar 15, 2021	$423M	$423M	14	12	3	n/a	n/a
2019	Mar 5, 2020	$250M	$250M	5	4	0	n/a	n/a
2018	Feb 8, 2019	$223M	$223M	5	4	0	n/a	n/a
2017	Feb 7, 2018	$213M	$213M	5	4	1	n/a	n/a
2016	Jan 26, 2017	$203M	$203M	5	4	n/a	n/a	n/a
2015	Jan 27, 2016	$150M	$149M	5	4	n/a	n/a	n/a
2014	Feb 13, 2015	$148M	$145M	4	3	n/a	n/a	n/a
2013	Mar 18, 2014	$138M	$134M	4	3	n/a	n/a	n/a
2012	Mar 7, 2013	$97.0M	$92.9M	3	3	n/a	n/a	n/a
2011	Mar 28, 2012	$69.5M	$66.4M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$616M	$540M	14.0%	$452M	10.9%	12	14	0	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CTMA WEALTH MANAGEMENT	2	Jan 14, 2021	Jun 4, 2021	EAST HAVEN, CT	Team lift out	RIA to RIA	100.0%

Relationships

Registered with (9)

← JASON A KISHAdvisorregistration: current employment
Mar 25, 2026 to presentfactForm ADV
← MICHAEL OTIS SCHULITZAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← JOHN ROBERT BURZENSKIAdvisorregistration: current employment
Jun 4, 2021 to presentfactForm ADV
← SCOTT JOHN ALBRACCIOAdvisorregistration: current employment
Jan 6, 2021 to presentfactForm ADV
← ANTHONY FRED MORGILLOAdvisorregistration: current employment
Aug 7, 2020 to presentfactForm ADV
← Charles Edward ReagleAdvisorregistration: current employment
Nov 26, 2019 to presentfactForm ADV
← BRANT ALAN WALKERAdvisorregistration: current employment
Jan 18, 2013 to presentfactForm ADV
← COLLEEN A VENTERAdvisorregistration: current employment
Sep 19, 2005 to presentfactForm ADV
← CONNOR FRANCIS DOLANAdvisorregistration: previous registration
Nov 17, 2016 to May 6, 2019factForm ADV

Controls (3)

← RUSSELL, KENNETH, ROBERTOwnerPRESIDENT AND CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 5, 2020 to Aug 21, 2024factForm ADV
← VENTER, COLLEEN, AOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2012 to Aug 21, 2024factForm ADV
← THE GUILFORD SAVINGS BANKOwnerOWNER, ownership code E, domestic entity
Mar 28, 2012 to Aug 21, 2024factForm ADV

Moved with (1)

← CTMA WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Jan 14, 2021 to Jun 4, 2021factForm ADV

Dated events

Occurred
Mar 15, 2022
Regulatory AUM changed
Grey Ledge Advisors, Llc reported RAUM $530.0M, up 25% from $423.5M (2021-03-15 to 2022-03-15)
Form ADVobserved 4 days ago
$107M
Occurred
Mar 15, 2021
Regulatory AUM changed
Grey Ledge Advisors, Llc reported RAUM $423.5M, up 69% from $250.3M (2021-01-11 to 2021-03-15)
Form ADVobserved 4 days ago
$173M
Occurred
Mar 5, 2020
Control person joined
Robert Kenneth Russell (President And Chief Executive Officer) appeared on Schedule A of Grey Ledge Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 5, 2020
Control person left
Lathrop Robert Carmody (Interim Chief Executive Officer) no longer on Schedule A of Grey Ledge Advisors, Llc (listed 2020-01-20, absent 2020-03-05)
Form ADVobserved 4 days ago
Occurred
Oct 22, 2019
Control person joined
Lathrop Robert Carmody (Interim Chief Executive Officer) appeared on Schedule A of Grey Ledge Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Oct 22, 2019
Control person left
Lee Venter Deborah Abildsoe (President And Ceo) no longer on Schedule A of Grey Ledge Advisors, Llc (listed 2019-05-01, absent 2019-10-22)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e2a7809-ea0c-d3c8-1771-14c6a7a14ad4
First observed: Mar 28, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREY LEDGE ADVISORS, LLC

CRD 124867

GUILFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9e2a7809-ea0c-d3c8-1771-14c6a7a14ad4

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

COLLEEN A VENTER

n/a

GUILFORD, CT

n/a

BRANT ALAN WALKER

n/a

GUILFORD, CT

n/a

Charles Edward Reagle

n/a

GUILFORD, CT

ANTHONY FRED MORGILLO

Certified Financial Planner

GUILFORD, CT

SCOTT JOHN ALBRACCIO

n/a

GUILFORD, CT

JOHN ROBERT BURZENSKI

Personal Financial Specialist

GUILFORD, CT

MICHAEL OTIS SCHULITZ

Certified Financial Planner

GUILFORD, CT

JASON A KISH

Chartered Financial Analyst

GUILFORD, CT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RUSSELL, KENNETH, ROBERT

PRESIDENT AND CHIEF EXECUTIVE OFFICER

yes

01/2020

Mar 5, 2020

Aug 21, 2024

THE GUILFORD SAVINGS BANK

Owner

yes

08/2011

Mar 28, 2012

Aug 21, 2024

VENTER, COLLEEN, A

CHIEF COMPLIANCE OFFICER

yes

01/2006

Mar 28, 2012

Aug 21, 2024

City

State

Country

Employees

Also broker-dealer

EAST HAVEN

United States

Branford

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$616M

n/a

2024

Mar 4, 2025

$540M

n/a

2023

Feb 29, 2024

$475M

n/a

2022

Mar 3, 2023

$452M

n/a

2021

Mar 15, 2022

$530M

$529M

n/a

2020

Mar 15, 2021

$423M

n/a

2019

Mar 5, 2020

$250M

n/a

2018

Feb 8, 2019

$223M

n/a

2017

Feb 7, 2018

$213M

n/a

2016

Jan 26, 2017

$203M

n/a

2015

Jan 27, 2016

$150M

$149M

n/a

2014

Feb 13, 2015

$148M

$145M

n/a

2013

Mar 18, 2014

$138M

$134M

n/a

2012

Mar 7, 2013

$97.0M

$92.9M

n/a

2011

Mar 28, 2012

$69.5M

$66.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$616M

$540M

14.0%

$452M

10.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CTMA WEALTH MANAGEMENT

Jan 14, 2021

Jun 4, 2021

EAST HAVEN, CT

Team lift out

RIA to RIA

100.0%