Kelly Grant, financial advisor Santa Rosa CA

Kelly Grant

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kelly Grant
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,110
    MILLIONS
  • Total Number of Accounts
    84,457
    ACCOUNTS
  • Average Account Value
    $214,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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