Kelly GrantCRD Number: 6570823
Current Firm: Eagle Strategies LLC
Kelly Grant (CRD# 6570823) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Rosa, CA and has over 4 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Traverso Chambers Private Wealth Management, LLC
Woodbury Financial Services, Inc.
|Eagle Strategies LLC||Santa Rosa, CA||Jan 2022 - Current||< 1|
|Willowtree Financial & Insurance Services||Santa Rosa, CA||Dec 2020 - Current||1|
|Nylife Securities, LLC||Santa Rosa, CA||May 2017 - Current||5|
|New York Life Insurance Company||Santa Rosa, CA||Sep 2015 - Current||6|
|Ganz Usa LLC||Cheektowaga, NY||Nov 2011 - Mar 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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