Michael Grady (CRD# 1392784) is an Investment Advisor Representative working at Asset Strategies, Inc. in Lisle, IL and has over 38 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Trust Investment Services Advisory, Inc. | Whiting, IN | Mar 2019 - Current | 5 |
| American Trust Investment Services, Inc. | Whiting, IN | Feb 2019 - Current | 5 |
| Chicago Capital Management Advisors, LLC | Chicago, IL | Oct 2002 - Current | 21 |
| La Salle St. Securities, Inc. | Lisle, IL | Nov 1996 - Apr 2019 | 22 |
| Lasalle St. Capital Markets, LLC | Lisle, IL | Jan 1997 - Mar 2019 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- FL
- IL
- OH
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts172ACCOUNTS
-
Average Account Value$228,030
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, IN, OH
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