Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
30yrs
David Gray has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Richmond, Virginia. After eight years at Bb&t Securities and 15 years at Scott & Stringfellow, David joined Truist Advisory Services in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 14% by experience at Truist Advisory Services
Office919 E Main St Floor 5, Richmond, VA 23219
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?2 states
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther 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
- 2021 – nowTruist Advisory Services, Inc.Current firm
- 2013 – 2021Bb&t Securities, LLCPreviously
- 1998 – 2013Scott & Stringfellow, LLCPreviously
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?
- What does a financial plan with you include, and how often is it updated?
- 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 Truist Advisory Services at 800-874-4770 and ask for David Gray. David works from the Richmond, VA office.
How long has David been a financial advisor?
David has been in the industry since 1997, about 30 years. Top 14% by experience at Truist Advisory Services.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. 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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