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Financial ADVSR advisor directory · SEC adviser records

Grant Private Wealth Management financial advisors in Pleasanton, CA

Every SEC-registered investment adviser representative at a Grant Private Wealth Management office in Pleasanton, A to Z.

The short answer

6 registered advisors work at Grant Private Wealth Management in Pleasanton, out of 6 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Grant Private Wealth Management advisors in Pleasanton, A to Z

Every Grant Private Wealth Management advisor →

Grant Private Wealth Management advisors in every city and state →Grant Private Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Pleasanton

All Pleasanton advisors →

Morgan Stanley 47Transamerica Financial Advisors, LLC 25Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Charles Schwab & Co., Inc. 16MML Investors Services, LLC 15Wells Fargo Clearing Services, LLC 14Mariner 7Mirador Capital Partners 7Ameriprise Financial Services, LLC 6Kaizen Financial Strategies, LLC 5U.S. Bancorp Advisors, LLC 5J.P. Morgan Securities LLC 4

Questions

How many financial advisors does Grant Private Wealth Management have in Pleasanton?

6 investment adviser representatives are registered at Grant Private Wealth Management offices in Pleasanton, California, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Grant Private Wealth Management one of the largest advisor employers in Pleasanton?

Grant Private Wealth Management ranks number 10 in Pleasanton by registered advisors; Morgan Stanley has the most, with 47.

How do I check a Grant Private Wealth Management advisor in Pleasanton?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Grant Private Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.