Sterling Gray has been an investment adviser representative at Keener Financial Planning since May 2023, and is not listed among the firm’s executive officers or direct owners.
Keener Financial Planning, LLC is a Keller, TX firm with $479M under management, 197 clients and 10 advisers across 2 offices, as of its July 2026 filing.
Sterling Gray’s longest registration is the current one, 3 years at Keener Financial Planning since 2023. Before joining Keener Financial Planning in 2023, Sterling Gray was registered through HFG Wealth Management, LLC.
- Keener Financial PlanningCurrent– present · 3 yearsKeller, TX · Adviser representative · Firm CRD 147615
- HFG Wealth Management, LLC– · 1 yearThe Woodlands, TX · Adviser representative · Firm CRD 148406
Investment adviser representative registrations
Sterling Gray is registered as an investment adviser representative in Texas, since May 2023.
- TexasSince 30 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sterling Joseph Gray
- CRD
- 7423363
- Firm
- Keener Financial Planning · CRD 147615
- Office
- 1692 KELLER PARKWAY, Keller, TX 76248
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Sterling Gray work?
Sterling Gray is an investment adviser representative registered through Keener Financial Planning, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Sterling Gray a financial advisor?
Yes. Sterling Gray has a current investment-adviser registration in Texas, through Keener Financial Planning since May 2023.
How many years of experience does Sterling Gray have?
Sterling Gray has 5 years in the financial industry, since September 2021, across 2 adviser firms.
What exams has Sterling Gray passed?
Sterling Gray passed the Series 65 in September 2021.
Where did Sterling Gray work before Keener Financial Planning?
Before Keener Financial Planning, Sterling Gray was registered through HFG Wealth Management, LLC, September 2021 to May 2023.
Where is Sterling Gray based?
Sterling Gray’s registered office is in Keller, TX.
Is Sterling Gray registered with FINRA?
No. Sterling Gray has no current broker registration.
How can I verify Sterling Gray’s record?
Search CRD 7423363 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sterling Gray’s full registration record.
