Grantham Myers, CFP, CPWA, financial advisor Washington DC

Grantham Myers, CFP, CPWA

Atlas Wealth Management

CRD Number: 4568758
Current Firm: Ubs Financial Services Inc.
Compensation Model: Both

Grant is a Certified Private Wealth Advisor® having successfully completed a rigorous program of study at the University Of Chicago Booth School Of Business.   The CPWA designation is the only advanced credential designed for wealth managers who advise ultra-high-net-worth clients.  Grant is also a Certified Financial Planner™ and oversees the team's financial planning process. He specializes in implementing wealth management strategies for ultra-high net worth individuals and families.His process-driven approach provides a high level of flexibility and ensures that client goals are the primary drivers of their portfolio allocations. Grant also manages a model equity portfolio that can include individual equities, exchange-traded funds and mutual funds.

Grantham Myers (CRD# 4568758) is Senior Vice President - Wealth Management at UBS Financial Services Inc. in Washington, DC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Washington, DC Nov 2008 - Current 11
Morgan Stanley & Company, Incorporated Washington, DC Apr 2007 - Nov 2008 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jun 2002
S31 Futures Managed Funds Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Grantham H. Myers, CFP, CPWA
Phone Number: 201-352-3000
Registered State(s):
  • DC
  • TX
  • MD
  • VA
  • CA
  • CT
  • CO
  • AZ
  • LA
  • MA
  • RI
  • UT
By the Numbers
  • Total Assets Under Management
    496,035
    MILLIONS
  • Total Number of Accounts
    957,738
    ACCOUNTS
  • Average Account Value
    $517,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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