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Canyon Gray

Advisor at Smith Bruer

Updated today

Location

Tallahassee, FL 32317

Credentials

Series 65

Industry experience

< 1 year

About

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.

Client services

Based on Smith Bruer

Portfolio management Pension consulting Financial consulting

Expertise

Based on Smith Bruer

Wealth management

Fee options

Percentage

$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%

Other

Account minimum: $1,000,000 Fee-only: Asset-based fees as per tiered schedule; no commissions earned; financial planning complimentary for portfolio management clients.

Location

1700 Summit Lake Drive, Suite 102

Tallahassee, FL 32317

Most active in

Florida

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tallahassee, FL

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Tax strategies for small businesses Founder/Business Owner
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General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Mid-Career Professionals
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Tallahassee, FL

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Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business Financial Management
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Tallahassee, FL

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Wealth management Private / alternative investments Real estate investing Options & derivatives strategies
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