Canyon Gray
Advisor at Smith Bruer
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Smith Bruer
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tallahassee, FL 32317
Credentials
Series 65
Industry experience
< 1 year
Canyon Gray is a financial advisor at Smith Bruer in Tallahassee, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Smith Bruer, he worked at Synovus Bank and TMBC, LLC and was a full-time student for eight years. Smith Bruer serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, using strategies that include model portfolios and Modern Portfolio Theory, primarily recommending mutual funds and ETFs.
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $1,000,000 Fee-only: Asset-based fees as per tiered schedule; no commissions earned; financial planning complimentary for portfolio management clients.
1700 Summit Lake Drive, Suite 102
Tallahassee, FL 32317
Florida
Smith Bruer
2025 - Present (1 year)
Synovus bank
2024 - 2025 (1 year)
TMBC, LLC
2021 - 2024 (3 years)
Full TIme Student
2015 - 2023 (8 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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