Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
14yrs
Gray Pendleton
Full name on record: Gray Ellis Pendleton
Financial advisor at Pendleton Financial Wealth Management
Based in Raleigh, North Carolina, Gray Pendleton is a fiduciary financial advisor with 14 years of industry experience. Gray joined Pendleton Financial Wealth Management in 2023, after ten years at Concourse Financial Group Securities. Gray holds the CFP® designation.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 50% of advisors in North Carolina
Office2607 Oberlin Road Suite 100, Raleigh, NC 27608
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$676,183
States licensed ?1 state
Services through Pendleton Financial Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowPendleton Financial Wealth ManagementCurrent firm
- 2013 – 2023Concourse Financial Group Securities, Inc.Previously
Contact Gray
(919) 781-4167Pendleton Financial Wealth Management main office 2607 Oberlin Road Suite 100Raleigh, NC 27608Office · Get directions Firm websitewww.pendletonfinancial.com
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Questions to ask Gray
Tailored to Gray’s registration and firm.
- 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 Gray
How do I contact Gray?
Call Pendleton Financial Wealth Management at (919) 781-4167 and ask for Gray Pendleton. Gray works from the Raleigh, NC office.
How long has Gray been a financial advisor?
Gray has been in the industry since 2013, about 14 years. More experience than 50% of advisors in North Carolina.
What licenses does Gray hold?
Series 66. Tap any license on this page to see what it allows.
Is Gray a fiduciary?
Gray is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gray paid?
Pendleton Financial Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Gray 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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