Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
19yrs
Based in Wellesley, Massachusetts, Timothy Gray is a fiduciary financial advisor with 19 years of industry experience. Timothy joined UBS Financial Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors nationwide
Office55 William Street, Wellesley, MA 02481
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational 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
- 2017 – nowUBS Financial Services Inc.Current firm
Contact Timothy
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Timothy. 55 William StreetWellesley, MA 02481Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Timothy
Tailored to Timothy’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 Timothy
How do I contact Timothy?
Call UBS Financial Services at (201) 352-3000 and ask for Timothy Gray. Timothy works from the Wellesley, MA office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2007, about 19 years. More experience than 59% of advisors nationwide.
What licenses does Timothy hold?
Series 66. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Timothy 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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