Grant Ansley, financial advisor Atlanta GA

Grant Ansley

CRD Number: 7143994
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grant Ansley (CRD# 7143994) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has 1 year of experience in the finance industry.

Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Atlanta GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Ashley Abate, financial advisor Atlanta GA
Ashley F. Abate
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Ashley Abbott, financial advisor Atlanta GA
Ashley G. Abbott
CRD# 5147159
Raymond James & Associates, Inc.
Company Name Location Dates Years
Bank Of America, N.a. Atlanta, GA Feb 2022 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Dec 2021 - Current 2
Bc Forward / Us Bank Charlotte, NC Sep 2021 - Dec 2021 < 1
Total Quality Logistics Charlotte, NC Jul 2021 - Oct 2021 < 1
Clemson University Clemson, SC Aug 2020 - May 2021 < 1
Merrill Lynch Atlanta, GA Jun 2020 - Aug 2020 < 1
Clemson University Clemson, SC Aug 2019 - May 2020 < 1
Merrill Lynch Atlanta, GA Jun 2019 - Aug 2019 < 1
Clemson University Clemson, SC Aug 2017 - May 2019 1
Fusion Telecommunications Atlanta, GA May 2018 - Jul 2018 < 1
Middle/high School Atlanta, GA Feb 2012 - Aug 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2022
Contact Info for Grant R. Ansley
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.