Grover McKeanCRD Number: 1367975
Current Firm: Lebenthal Asset Management, LLC
Grover McKean (CRD# 1367975) is an Investment Advisor Representative working at Lebenthal Asset Management, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Lebenthal & Company, LLC||New York, NY||May 2013 - Current||3|
|Lebenthal Asset Management LLC||New York, NY||May 2013 - Current||3|
|Unemployed||Los Angeles, CA||Dec 2012 - Apr 2013||< 1|
|Mcginn, Mckean & O'neill||Los Angeles, CA||Jan 2007 - Nov 2012||5|
|Shamrock Capital Advisors||Burbank, CA||Oct 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
Total Assets Under Management1,482MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$987,790
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Performance-based 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)
- Publication of periodicals or newsletters
CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OH, OK, OR, PA, SD, TX, WA, WI
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