Rodney Patrick Gray
Financial advisor at Wedbush Securities Inc · Middleburg, VA
Last updated 2026-10-10
Claim your profileRodney Patrick Gray is a financial advisor at Wedbush Securities Inc in Middleburg, VA, CRD 2404760. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2001-08-06.
Registration
- CRD number
- 2404760
- Registration status
- Active
- IAPD registration
- 2001-08-06
- Industry Experience
- 25 years
- Work Experience
- 16 years
- States registered
- VA
Licenses and exams
- Series 63
- Series 65
Work history
- 2010-03 to 2025-03 · Morgan Stanley Smith Barney · Alexandria, VA
- 2015-01 to 2025-03 · Morgan Stanley Private Bank, National Association · New York, NY
- 2025-03 to Present · Wedbush Securities Inc. · Middleburg, VA
- 2015-01 to Present · Morgan Stanley Private Bank, N.A · New York, NY
Current employment
- Wedbush Securities Inc. · Pasadena, CA
Wedbush Securities Inc
- Regulatory AUM
- $6,748,146,144
- Registered advisors
- 220
- Offices
- 97
- Clients per advisor
- 49.2 (Low)
- Average AUM per client
- $622.9K (Low)
- High-net-worth client ratio
- 29.0% (Moderate)
Wedbush Securities Inc: advisors, services and reported ETF investments
About
Rodney Patrick Gray is a financial advisor at Wedbush Securities Inc. in Middleburg, VA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 25 years of industry experience and 16 years of reported work history. Reported roles include Morgan Stanley Private Bank, N.A, Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney.
SEC disclosures list additional business and community activities: (1) Fiddlers Green Farm; Investment Related; Amissville: (2) fiddlers green wealth advisory - pic; investment-related; middleburg, va; dba for wealth management business; about 40 hours dedicated monthly, all of which during trading hours; 06/01/2026.
Wedbush Securities Inc's firm-level Form ADV reports 220 advisors across 97 offices; approximately 49.2 clients per advisor, average assets per client of $622,925, and regulatory AUM of $6.7B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.4M across 451 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Rodney Patrick Gray personally.
Reported ETF positions
Wedbush Securities reports 451 ETF positions worth $1.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $411.2K |
| QQQ — Invesco QQQ Trust, Series 1 | $88.7K |
| SPY — SPDR S&P 500 ETF TRUST | $42.8K |
| SGOV — iShares 0-3 Month Treasury Bond ETF | $32.8K |
| IVV — iShares Core S&P 500 ETF | $26.6K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Wedbush Securities's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $17.5K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.9K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $2.3K | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $3.7K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Wedbush Securities Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Futures Commission Merchant
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Futures Commission Merchant
- Sponsor or GP of Pooled Investment Vehicl
Location
107 W. Marshall Street, Middleburg, VA 20117
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 213-688-8000
- Website: wedbush.com
Official record
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