Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
36yrs
Based in Houston, Texas, David Gray is a financial advisor with 36 years of industry experience. David has been with Merrill since 1992. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience36 years (since 1991)
How that compares ?Top 6% by experience in Texas
Office15375 Memorial Dr, Houston, TX 77079
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 1992 – nowMerrillCurrent firm
Contact David
Local office(281) 493-4224Ask for David. (800) 637-7455Main office · New York, NY 15375 Memorial DrHouston, TX 77079Office · Get directions
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call David’s local office at (281) 493-4224 or the Merrill main office at (800) 637-7455, and ask for David Gray.
How long has David been a financial advisor?
David has been in the industry since 1991, about 36 years. Top 6% by experience in Texas.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David 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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