Randy Gay has been Vice President of Pinnacle Wealth Advisors since September 2019, is a control person of the firm and directly owns under 5% of it. Randy Gay holds a Bachelor of Arts in Human Development from Warner Pacific University.
Pinnacle Wealth Advisors, LLC is a Clackamas, OR firm with $550M under management, 832 clients and 14 advisers across 6 offices, as of its July 2026 filing.
Randy Gay is Partner of Pinnacle Wealth Advisors. He began his financial career in 2008 with AXA Advisors, where he specialized in private wealth management and retirement planning. He designs strategies for individual investors and for plan sponsors in the retirement plan marketplace.
Randy Gay’s longest registration is the current one, 10 years at Pinnacle Wealth Advisors since 2016. Before joining Pinnacle Wealth Advisors in 2016, Randy Gay was registered through NW Tax & Wealth Advisory Group, Inc. and Wells Fargo Advisors Financial Network, LLC.
- Security First Advisors– · 1 yearPortland, OR · Adviser representative · Firm CRD 117502
- Pinnacle Wealth AdvisorsCurrent– present · 10 yearsClackamas, OR · Adviser representative · Firm CRD 117517
- NW Tax & Wealth Advisory Group, Inc.– · 1 yearClackamas, OR · Adviser representative · Firm CRD 148315
- Wells Fargo Advisors Financial Network, LLC– · 3 yearsPortland, OR · Adviser representative · Firm CRD 11025
- Axa Advisors, LLC– · 1 yearPortland, OR · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Randy Gay is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2016; the most recent is Texas, in May 2022.
- OregonSince 11 February 2016
- TexasResidentSince 10 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 June 2009 |
| Series 7 | General Securities Representative Examination | 17 March 2009 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Randy Earl Gay
- CRD
- 5642216
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Role
- Vice President
- Office
- 9200 SE SUNNYBROOK BOULEVARD, SUITE 170, Clackamas, OR 97015
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thinkpinnacle.com
Where does Randy Gay work?
Randy Gay has been Vice President of Pinnacle Wealth Advisors, LLC since September 2019, and is a control person of the firm.
Is Randy Gay a financial advisor?
Yes. Randy Gay has a current investment-adviser registration in Oregon and Texas, through Pinnacle Wealth Advisors since February 2016.
How many years of experience does Randy Gay have?
Randy Gay has 17 years in the financial industry, since July 2009, across 5 adviser firms.
What exams has Randy Gay passed?
Randy Gay has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2009.
Where did Randy Gay work before Pinnacle Wealth Advisors?
Before Pinnacle Wealth Advisors, Randy Gay was registered through NW Tax & Wealth Advisory Group, Inc., September 2014 to February 2016; Wells Fargo Advisors Financial Network, LLC, November 2010 to September 2014; Axa Advisors, LLC, June 2009 to November 2010.
Where is Randy Gay based?
Randy Gay’s registered office is in Clackamas, OR.
Is Randy Gay registered with FINRA?
No. Randy Gay has no current broker registration.
How can I verify Randy Gay’s record?
Search CRD 5642216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Randy Gay’s full registration record.
