Morgan Stanley
47yrs
Top advisor by experience in Berwyn
22yrs
Trinity Gray has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Berwyn, Pennsylvania. After a year at J.P. Morgan Securities and a year at Thrivent Investment Management, Trinity joined Envestnet PMC in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Envestnet PMC reports being paid through a percentage of assets, subscription fees, and flat fees.
One of 320 advisors with offices in Berwyn, and one of 278 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office1000 Chesterbrook Blvd, Suite 250, Berwyn, PA 19312
FirmEnvestnet PMC
How the firm is paid ?Percent of assets, Subscription, Flat fee, Other
Typical client at the firm ?$260,808
Advisors at the firm59
States licensed ?1 state
Services through Envestnet PMC
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- 2024 – nowEnvestnet PMCCurrent firm
- Dec 2023 – Jul 2024J.P. Morgan Securities LLCPreviously
- Oct 2021 – Sep 2023Envestnet PMCPreviously
- Feb 2021 – Sep 2021Thrivent Investment Management Inc.Previously
- 2012 – 2020
- Sep 2010 – Dec 2010MerrillPreviously
- Sep 2008 – Oct 2009Banc of America Investment Services, Inc.Previously
- 2006 – 2008MerrillPreviously
Contact Trinity
(312) 827-2800Envestnet PMC main office 1000 Chesterbrook Blvd, Suite 250Berwyn, PA 19312Office · Get directions Firm websitewww.envestnet.com/active-passive
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Questions to ask Trinity
Tailored to Trinity’s registration and firm.
- 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 Trinity
How do I contact Trinity?
Call Envestnet PMC at (312) 827-2800 and ask for Trinity Gray. Trinity works from the Berwyn, PA office.
How long has Trinity been a financial advisor?
Trinity has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Trinity hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Trinity a fiduciary?
Trinity is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Trinity paid?
Envestnet PMC reports being paid by a percentage of the assets they manage, subscription fees, flat or fixed fees, other fees. Ask Trinity 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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