Supreme Alliance
47yrs
Top advisor by experience in Charlotte
40yrs
Kenneth Gray has worked in the financial industry for 40 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Kenneth has been with Merrill since 2009; before that, Kenneth spent eight years at Banc of America Investment Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 2% by experience in Charlotte
Office150 N College St CI Business Controls, Charlotte, NC 28202
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMerrillCurrent firm
- 2002 – 2009Banc of America Investment Services, Inc.Previously
Contact Kenneth
(800) 637-7455Firm headquarters in New York, NY. Ask for Kenneth. 150 N College St CI Business ControlsCharlotte, NC 28202Office · Get directions
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Questions to ask Kenneth
Tailored to Kenneth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kenneth
How do I contact Kenneth?
Call Merrill at (800) 637-7455 and ask for Kenneth Gray. Kenneth works from the Charlotte, NC office.
How long has Kenneth been a financial advisor?
Kenneth has been in the industry since 1986, about 40 years. Top 2% by experience in Charlotte.
What licenses does Kenneth hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kenneth a fiduciary?
Kenneth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kenneth paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kenneth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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