TrueAdvisor
TrueAdvisor
SG
SG

Steven Mack Gray

Feltl Advisors
23 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Feltl Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
385 clients
Average Client Portfolio
$344K average
Assets Under Management
$132.4M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

One Carlson Parkway North, Suite 225, Plymouth, MN, 55447

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Feltl Advisors
May 2015 - Present · 10 yrs 9 mos
Feltl & CompanyBroker
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
Investment Professionals, INC.
March 2010 - April 2015 · 5 yrs 1 mo
Investment Professionals, INC.Broker
March 2010 - April 2015 · 5 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
August 2007 - March 2010 · 2 yrs 7 mos
U.S. Bancorp Investments, INC.
August 2007 - March 2010 · 2 yrs 7 mos
Edward Jones
February 2007 - July 2007 · 5 mos
Edward JonesBroker
August 2002 - July 2007 · 4 yrs 11 mos
State Registrations8 states
ALCAFLGAILMONCNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.