RIA Intelligence
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T•••• A•• M•••••
- Title
- President | Wealth Advisorreportedlongevitycapitalmgmt.comfirm site, Sep 16, 2026
- Designations
- CFP, AIF, CPAreportedlongevitycapitalmgmt.comas printed on the bio page, Sep 16, 2026
- Business email
- terri@longevitycapitalmgmt.comreportedlongevitycapitalmgmt.comfirm site, Sep 16, 2026
- Professional profile
- longevitycapitalmgmt.com/team/terri-mcgrayreportedlongevitycapitalmgmt.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/terri-mcgray-cfp%C2%AE-aif%C2%AE-453b6913reportedlongevitycapitalmgmt.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L•••••••• C•••••• M••••••••• independent RIA currentsince Dec 1, 2023 · Thousand Oaks, Ca
- L•• F•••••••• L•• BD affiliatedSep 19, 2018 to Dec 12, 2023 · Thousand Oaks, Ca
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Sep 21, 2018 · Westlake Village, Ca
- W•••• F•••• I••••••••• L•• unclassifiedSep 8, 2010 to Jan 3, 2011 · Westlake Village, Ca
- E••••• J•••• national BDAug 10, 2007 to Sep 9, 2010 · Burbank, Ca
- L•• F•••••••• L•• to L•••••••• C•••••• M•••••••••left Dec 12, 2023, registered Dec 1, 2023 (-11 days) · Affiliated broker-dealer or bank to a newly registered adviser
- W•••• F•••• A••••••• to L•• F•••••••• L••left Sep 21, 2018, registered Sep 19, 2018 (-2 days) · Wirehouse to independent RIA
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- E••••• J•••• to W•••• F•••• I••••••••• L••left Sep 9, 2010, registered Sep 8, 2010 (-1 days) · Other
- T•••• A•• M••••• left L•• F•••••••• L•• for L•••••••• C•••••• M••••••••• (registered 2023-12-01)Dec 12, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address