Douglas Grant (CRD# 4810552) is an Investment Advisor Representative working at Grant Asset Management, LLC in Middletown, NJ and has over 19 years of experience in the finance industry. Douglas Grant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5911611
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grant Asset Management, LLC | Middletown, NJ | Feb 2022 - Current | 2 |
| Barrister Wealth Management Dba Grant Asset Management | Philadelphia, PA | Sep 2018 - Current | 5 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Jan 2017 - Sep 2018 | 1 |
| Penn Mutual Life Insurance Co | Horsham, PA | Jan 2017 - Sep 2018 | 1 |
| Garden State Securities, Inc. | Red Bank, NJ | Mar 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- NJ
- NY
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$70,040
- 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
NJ, NY
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