Adviser and broker representative · Allworth Financial, L.p.
Grantham Akerly
CRD 7159256 · Addison, TX
At a glance
Grantham Akerly is an investment adviser representative with Allworth Financial, L.p. in Addison, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Grantham’s SEC record dates to 2020, about 6 years ago. Grantham is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Allworth Financial, L.p.Since September 2025Addison, TX · $34B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Grantham’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.