Andrea Gray has been Partner of Momentum Advisors since January 2026, is a control person of the firm and directly owns between 5% and 10% of it.
Momentum Advisors, LLC is a New York, NY firm with $415M under management, 370 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Andrea Gray’s longest registration was 4 years at Momentum Advisors (2021–2025). Before joining Momentum Advisors in 2026, Andrea Gray was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- FartherAlso current– present · under a yearSomerset, NJ · Adviser representative · Firm CRD 302050
- Momentum AdvisorsCurrent– present · under a yearNew York, NY · Adviser representative · Firm CRD 159574
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsPrinceton, NJ · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Andrea Gray is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from April 2026; the most recent is New Jersey, in June 2026.
- New JerseySince 18 June 2026
- New YorkSince 22 April 2026
- TexasResidentSince 2 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 January 2017 |
| Series 7 | General Securities Representative Examination | 4 December 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrea P Gray
- CRD
- 4907691
- Firm
- Momentum Advisors · CRD 159574
- Role
- Partner
- Office
- 1120 Avenue of the Americas, 4th Floor, New York, NY 10036
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrea Gray work?
Andrea Gray has been Partner of Momentum Advisors, LLC since January 2026, and is a control person of the firm.
Is Andrea Gray a financial advisor?
Yes. Andrea Gray has a current investment-adviser registration in New Jersey, New York and Texas, through Momentum Advisors since April 2026.
How many years of experience does Andrea Gray have?
Andrea Gray has 12 years in the financial industry, since June 2014, across 3 adviser firms.
What exams has Andrea Gray passed?
Andrea Gray has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2013. FINRA credited Andrea Gray with the SIE, which began in October 2018.
Where did Andrea Gray work before Momentum Advisors?
Before Momentum Advisors, Andrea Gray was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, January 2017 to April 2021.
Where is Andrea Gray based?
Andrea Gray’s registered office is in New York, NY.
Is Andrea Gray registered with FINRA?
No. Andrea Gray has no current broker registration.
How can I verify Andrea Gray’s record?
Search CRD 4907691 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrea Gray’s full registration record.
