Dimitri GrantCRD Number: 6000799
Current Firm: Private Advisor Group, LLC
Dimitri Grant (CRD# 6000799) is an Investment Advisor Representative working at Private Advisor Group, LLC in Fairfield, NJ and has over 4 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Private Advisor Group, LLC||Morristown, NJ||Mar 2015 - Current||2|
|Lpl Financial, LLC||Fairfield, NJ||Mar 2015 - Current||2|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Apr 2014 - Mar 2015||< 1|
|James Dinardo||New York, NY||Jan 2014 - Mar 2015||1|
|Kevin Luchetta||New York, NY||Jan 2014 - Mar 2015||1|
|Michael Schwartz||New York, NY||Jan 2014 - Mar 2015||1|
|Stephen Schwartz||New York, NY||Jan 2014 - Mar 2015||1|
|Northwestern Mutual Investment Services,llc||New York, NY||Jan 2014 - Mar 2015||1|
|Caldwell College||Caldwell, NJ||Aug 2008 - Mar 2015||6|
|Kevin Lawhon||Ft Lauderdale, FL||Jan 2013 - Jan 2013||< 1|
|Northwestern Mutual Investment Services, LLC||Ft Lauderdale, FL||Jan 2013 - Jan 2013||< 1|
|Northwestern Mutual Investment Services, LLC||Fairfield, NJ||Jun 2012 - Jan 2013||< 1|
|John Cooney||Fairfield, NJ||Sep 2011 - Jul 2012||< 1|
|Andrew Schwartz||Fairfield, NJ||Sep 2011 - Jul 2012||< 1|
|J Reed Finney||Fairfield, NJ||Sep 2011 - Jul 2012||< 1|
|Scott Schwartz||Fairfield, NJ||Sep 2011 - Jul 2012||< 1|
|Queen's College||St. James,||May 2002 - May 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management10,642MILLIONS
Total Number of Accounts48,558ACCOUNTS
Average Account Value$219,167
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV
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