Grant ThayerCRD Number: 6524630
Current Firm: Fidelity Personal And Workplace Advisors
Grant Thayer (CRD# 6524630) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 6 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||Minnetonka, MN||May 2017 - Current||4|
|Mass Mutual Life Insurance Company||Minneapolis, MN||Jul 2015 - May 2017||1|
|Mml Investors Services||Minneapolis, MN||Jul 2015 - May 2017||1|
|St. Cloud State||St. Cloud, MN||Sep 2011 - Dec 2015||4|
|C&l Distributing||Sauk Rapids, MN||May 2015 - Jun 2015||< 1|
|Schaefer Ventilation||Sauk Rapids, MN||May 2014 - Aug 2014||< 1|
|St. Cloud State||St. Cloud, MN||May 2013 - Aug 2013||< 1|
|St. Cloud State||St. Cloud, MN||Oct 2011 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2016|
|S63||Uniform Securities State Law Examination||Sep 2015|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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