Colin Gray has been an investment adviser representative at Pacific Sage Partners since April 2022, and is not listed among the firm’s executive officers or direct owners. Colin Gray holds a BS in Finance from California Lutheran University.
Pacific Sage Partners, LLC is an Edmonds, WA firm with $986M under management, 830 clients and 4 advisers in one office, as of its March 2026 filing.
Colin H. Gray is Financial Advisor of Pacific Sage Partners. He works with clients to craft financial plans and strategies, contributes to the firm's investment strategy, and is responsible for the firm's trading and portfolio management. Before joining Pacific Sage, he was a financial advisor at Tradewinds Capital Management, worked for Charles Schwab, and began his career as a financial advisor at Edward Jones.
Colin Gray’s longest registration was 5 years at Charles Schwab & Co., Inc. (2013–2019). Before joining Pacific Sage Partners in 2022, Colin Gray was registered through Tradewinds Capital Management, LLC and Charles Schwab & Co., Inc.
- Pacific Sage Partners, LLCCurrent– present · 4 yearsEdmonds, WA · Adviser representative · Firm CRD 315663
- Tradewinds Capital Management, LLC– · 3 yearsShoreline, WA · Adviser representative · Firm CRD 145934
- Charles Schwab & Co., Inc.– · 5 yearsPhoenix, AZ · Adviser representative · Firm CRD 5393
- Edward Jones– · 1 yearMesa, AZ · Adviser representative · Firm CRD 250
Professional designations
Listed by Pacific Sage Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF)
Investment adviser representative registrations
Colin Gray is registered as an investment adviser representative in Washington, since April 2022.
- WashingtonSince 3 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 14 April 2014 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 4 March 2014 |
| Series 66 | Uniform Combined State Law Examination | 29 July 2011 |
| Series 7 | General Securities Representative Examination | 14 July 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Colin H Gray
- CRD
- 5927061
- Firm
- Pacific Sage Partners · CRD 315663
- Office
- 505 5TH AVENUE SOUTH, SUITE 104, Edmonds, WA 98020
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pacificsagepartners.com
Where does Colin Gray work?
Colin Gray is an investment adviser representative registered through Pacific Sage Partners, LLC since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Colin Gray a financial advisor?
Yes. Colin Gray has a current investment-adviser registration in Washington, through Pacific Sage Partners since April 2022.
How many years of experience does Colin Gray have?
Colin Gray has 15 years in the financial industry, since August 2011, across 4 adviser firms.
What exams has Colin Gray passed?
Colin Gray has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in July 2011. FINRA credited Colin Gray with the SIE, which began in October 2018.
Where did Colin Gray work before Pacific Sage Partners?
Before Pacific Sage Partners, Colin Gray was registered through Charles Schwab & Co., Inc., June 2013 to April 2019; Edward Jones, August 2011 to May 2013.
Where is Colin Gray based?
Colin Gray’s registered office is in Edmonds, WA.
Is Colin Gray registered with FINRA?
No. Colin Gray has no current broker registration.
Is Colin Gray a CFP?
Pacific Sage Partners lists Colin Gray with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Colin H. Gray, CFP®, AIF® biography, pacificsagepartners.com
How can I verify Colin Gray’s record?
Search CRD 5927061 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colin Gray’s full registration record.
