Aaron Grant, financial advisor San Jose CA

Aaron Grant

CRD Number: 6751280
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Aaron Grant (CRD# 6751280) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 2 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose, CA Dec 2019 - Current 1
Bank Of America, N.a. San Jose, CA Dec 2019 - Current 1
Sequoia Wealth Advisors San Jose, CA Jan 2017 - Dec 2019 2
Lpl Financial, LLC San Jose, CA Jan 2017 - Dec 2019 2
Bay Area Gun Vault Mountian View, CA Nov 2016 - May 2017 < 1
Unemployed San Jose, CA Jul 2016 - Oct 2016 < 1
Bass Pro Shops San Joseq, CA Oct 2015 - Jun 2016 < 1
Grant's Tackle San Jose, CA Oct 2013 - Sep 2015 1
Eichhorn Imports Inc. San Jose, CA Oct 2013 - Sep 2015 1
Bay Area Gun Vault Mountain View, CA Jan 2012 - Oct 2013 1
Sportsmen's Supply Campbell, CA Jun 2010 - Oct 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Aaron Grant
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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