Grant Colbert (CRD# 6930435) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows, IL | Mar 2018 - Current | 6 |
| Unemployed | Evanston, IL | Sep 2017 - Feb 2018 | < 1 |
| Audi Of Morton Grove | Morton Grove, IL | Jun 2017 - Sep 2017 | < 1 |
| University Of Pittsburgh | Pittsburgh, PA | Sep 2015 - Jun 2017 | 1 |
| University Of Pittsburgh | Pittsburgh, PA | Aug 2013 - Apr 2017 | 3 |
| Enerprise Rent A Car | Evanston, IL | May 2016 - Aug 2016 | < 1 |
| City Of Evanston | Evanston, IL | Jun 2015 - Nov 2015 | < 1 |
| Sports Authority | Wilmette, IL | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- IL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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