Luke Gray
Financial advisor at Charles Schwab & Co., Inc. · Nashville, TN
Last updated 2026-10-10
Claim your profileLuke Gray is a financial advisor at Charles Schwab & Co., Inc. in Nashville, TN, CRD 7503997. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2025-02-24.
Registration
- CRD number
- 7503997
- Registration status
- Active
- IAPD registration
- 2025-02-24
- Industry Experience
- 1 year
- Work Experience
- 14 years
- States registered
- TN
Licenses and exams
- Series 65
- Series 63
Work history
- 2021-07 to 2022-01 · Bernstein Private Wealth Management · San Diego, CA
- 2017-08 to 2021-05 · Full Time Education · Knoxville, TN
- 2012-01 to 2017-05 · Full Time Education · Lebanon, TN
- 2023-05 to 2025-01 · Alliancebernstein · Nashville, TN
- 2022-01 to 2023-05 · Bernstein Private Wealth Management · Nashville, TN
- 2025-01 to Present · Charles Schwab & Co., Inc. · Nashville, TN
- 2025-01 to Present · Charles Schwab Bank · Nashville, TN
Current employment
- Charles Schwab & Co., Inc. · San Francisco, CA
Charles Schwab & Co., Inc.
- Registered advisors
- 6,791
- Offices
- 867
- Clients per advisor
- 0.0 (Low)
Charles Schwab & Co., Inc.: advisors, services and reported ETF investments
About
Luke Gray is a financial advisor at Charles Schwab & Co., Inc. in Nashville, TN. Reported securities licenses include Series 65 and Series 63. The latest record indicates 1 year of industry experience and 14 years of reported work history. Reported roles include Charles Schwab Bank, Alliancebernstein, Bernstein Private Wealth Management, Full Time Education, among others.
SEC disclosures list additional business and community activities: 1) Luke Gray|investment Related:no|mount Juliet;tn;37122;usa|real Estate (non-Agent/broker)|rental Property Owner|2024-09-02|hourspermonth:less Than 20|hoursspentduringsecuritytrading:0|maintain Rental Property.
Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.
What this firm offers
Filed by Charles Schwab & Co., Inc. on Form ADV.
Client services
- Financial Planning Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
4012-B Hillsboro Pike, Nashville, TN 37215
11 advisors at this office.
Contact
The firm's filed contact details.
Official record
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