Grant Abrams, financial advisor Sewickley PA
93 score

Grant Abrams

CRD Number: 5498274
Current Firm: Wells Fargo Clearing Services, LLC

Grant Abrams (CRD# 5498274) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sewickley, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Pittsburgh, PA Nov 2016 - Current 1
Wells Fargo Advisors LLC Pittsburgh, PA May 2009 - Nov 2016 7
Wachovia Securities Pittsburg, PA Feb 2008 - May 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Grant J. Abrams
Phone Number: 314-875-3000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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