David Gray
Parisi Gray Wealth Management · Mendham, New Jersey
David Gray is a fee-only financial advisor at Parisi Gray Wealth Management in Mendham, New Jersey, who holds the CFP credential. Parisi Gray Wealth Management reports charging a percentage of assets on its Form ADV.
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Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Parisi Gray Wealth Management |
|---|---|
| Based in | Mendham, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $796.0M across 1,083 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 5349909 |
| Exams passed | Series 66 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | parisigray.com |
| Profile |
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Questions about David
Is David Gray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Parisi Gray Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Parisi Gray Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is David Gray based?
David Gray is based in Mendham, New Jersey.
What credentials does David Gray hold?
David Gray holds the CFP credential.
Is David Gray registered with the SEC?
Yes. David Gray is registered as an investment adviser representative in NJ and TX (CRD 5349909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parisi Gray Wealth Management manage?
Parisi Gray Wealth Management reports $796.0M across 1,083 accounts in assets under management.
How do I contact David Gray?
Through David's website, parisigray.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Parisi Gray Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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