John Grafer, financial advisor Dallas TX
93 score

John Grafer

CRD Number: 4441305
Current Firm: Satori Capital, LLC

John Grafer (CRD# 4441305) is an Investment Advisor Representative working at Satori Capital, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Satori Capital, LLC Dallas, TX Oct 2009 - Current 7
Giuliani Partners, LLC New York, NY Feb 2003 - Sep 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
Contact Info for John R. Grafer
Phone Number: 214-390-6270
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    523
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $87,095,123
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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