Terri McGray has been President, Wealth Manager, and Chief Compliance Officer of Longevity Capital Management since August 2018, is a control person of the firm and directly owns 75% or more of it. Terri McGray holds a Degree in Finance from California State University, Northridge.
Longevity Capital Management LLC is a Thousand Oaks, CA firm with $184M under management, 187 clients and 1 adviser in one office, as of its March 2026 filing.
Terri McGray is President and Wealth Advisor of Longevity Capital Management, based in Thousand Oaks, California. She works with professionals navigating the transition from accumulation to retirement and has more than three decades in the industry. McGray leads the firm's investment philosophy and planning framework and is the author of the Retire Right series.
Terri McGray’s longest registration was 7 years at Wells Fargo Clearing Services, LLC (2011–2018). Before joining Longevity Capital Management in 2023, Terri McGray was registered through LPL Financial LLC and Wells Fargo Clearing Services, LLC.
- Longevity Capital ManagementCurrent– present · 2 yearsThousand Oaks, CA · Adviser representative · Firm CRD 328283
- LPL Financial LLC– · 5 yearsThousand Oaks, CA · Adviser representative · Firm CRD 6413
- Wells Fargo Clearing Services, LLC– · 7 yearsWestlake Village, CA · Adviser representative · Firm CRD 19616
- Wells Fargo Investments, LLC– · under a yearWestlake Village, CA · Adviser representative · Firm CRD 10582
- Edward Jones– · 3 yearsThousand Oaks, CA · Adviser representative · Firm CRD 250
Professional designations
Listed by Longevity Capital Management
- CFP®
- AIF®
Investment adviser representative registrations
Terri McGray is registered as an investment adviser representative in 2 states. Each was approved in December 2023.
- CaliforniaSince 1 December 2023
- TexasSince 1 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 1997 |
| Series 7 | General Securities Representative Examination | 24 October 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 December 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Terri Ann McGray
- CRD
- 1906340
- Firm
- Longevity Capital Management · CRD 328283
- Role
- President, Wealth Manager, and Chief Compliance Officer
- Office
- 515 MARIN STREET, SUITE 418, Thousand Oaks, CA 91360
- Registration
- Investment adviser registration
- In the industry since
- September 1989
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- longevitycapitalmgmt.com
Where does Terri McGray work?
Terri McGray has been President, Wealth Manager, and Chief Compliance Officer of Longevity Capital Management LLC since August 2018, and is a control person of the firm.
Is Terri McGray a financial advisor?
Yes. Terri McGray has a current investment-adviser registration in California and Texas, through Longevity Capital Management since December 2023.
How many years of experience does Terri McGray have?
Terri McGray has 37 years in the financial industry, since September 1989, across 5 adviser firms.
What exams has Terri McGray passed?
Terri McGray has passed 3 licensing exams: the Series 6, Series 7 and Series 63. The earliest, the Series 6, was passed in December 1988. FINRA credited Terri McGray with the SIE, which began in October 2018.
Where did Terri McGray work before Longevity Capital Management?
Before Longevity Capital Management, Terri McGray was registered through Wells Fargo Clearing Services, LLC, January 2011 to September 2018; Wells Fargo Investments, LLC, September 2010 to January 2011; Edward Jones, August 2007 to September 2010.
Where is Terri McGray based?
Terri McGray’s registered office is in Thousand Oaks, CA.
Is Terri McGray registered with FINRA?
No. Terri McGray has no current broker registration.
Is Terri McGray a CFP?
Longevity Capital Management lists Terri McGray with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Terri McGray, CFP®, AIF® biography, longevitycapitalmgmt.com
How can I verify Terri McGray’s record?
Search CRD 1906340 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terri McGray’s full registration record.