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Zachary Blake Gray is a financial advisor professional located in Bourbonnais, IL. They specialize in financial advisory. With over 10 years of experience, they bring deep expertise to every client.
Zachary Blake Gray - Rooted Wealth Advisors holds an active professional license (FINRA CRD) for your protection.
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Zachary Blake Gray operates Rooted Wealth Advisors in Bourbonnais, Illinois, bringing 10 years of experience in financial advisory services. He holds a FINRA CRD license (number 5278372), which governs his work in securities and investment advice. His practice focuses on helping clients navigate financial planning and wealth management within the regulatory framework that oversees investment professionals.
Zachary Blake Gray's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment advisors. This registration means his background has been vetted, he operates under FINRA's conduct rules, and his disciplinary history is publicly accessible. The CRD system provides transparency about his qualifications and any regulatory actions, ensuring he meets industry standards for handling client investments and financial advice.