Keystone Capital Advisors
45yrs
Top advisor by experience in West Chester
29yrs
Ryan Gray
Full name on record: Ryan Patrick Gray
Financial advisor at Cambridge Investment Research Advisors
Ryan Gray has worked in the financial industry for 29 years and is a fiduciary financial advisor based in West Chester, Pennsylvania. After four years at Osaic Advisory Services and a year at Commonwealth Financial Network, Ryan joined Cambridge Investment Research Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 283 advisors with offices in West Chester, and one of 250 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 19% by experience nationwide
Office1595 Paoli Pike, Suite 200, West Chester, PA 19380
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
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
- May 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2021 – 2025Osaic Advisory Services, LLCPreviously
- Mar 2020 – Jan 2021Commonwealth Financial NetworkPreviously
- 2012 – 2020Oppenheimer & Co. Inc.Previously
- 2006 – 2012MerrillPreviously
Contact Ryan
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Ryan. 1595 Paoli Pike, Suite 200West Chester, PA 19380Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Ryan
Tailored to Ryan’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 Ryan
How do I contact Ryan?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Ryan Gray. Ryan works from the West Chester, PA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 1998, about 29 years. Top 19% by experience nationwide.
What licenses does Ryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Ryan 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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