Optimum Wealth Management
42yrs
Top advisor by experience in Pierre
21yrs
Robert Gray has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Pierre, South Dakota. After 13 years at Investment Centers of America, Robert joined Newedge Advisors in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Newedge Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 27 advisors with offices in Pierre, and one of 26 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 68% of advisors in South Dakota
Office1714 N. Lincoln Ave, Pierre, SD 57501
FirmNewedge Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$813,531
Advisors at the firm594
States licensed ?2 states
Services through Newedge Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowNewedge AdvisorsCurrent firm
- 2005 – 2017Investment Centers of America, Inc.Previously
Contact Robert
(504) 459-4391Firm headquarters in New Orleans, LA. Ask for Robert. 1714 N. Lincoln AvePierre, SD 57501Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Robert
How do I contact Robert?
Call Newedge Advisors at (504) 459-4391 and ask for Robert Gray. Robert works from the Pierre, SD office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 21 years. More experience than 68% of advisors in South Dakota.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Newedge Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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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