Grantham Myers, CFP, CPWA
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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Commonwealth Financial Network
|Ubs Financial Services Inc.||Washington, DC||Nov 2008 - Current||10|
|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|
Total Assets Under Management496,035MILLIONS
Total Number of Accounts957,738ACCOUNTS
Average Account Value$517,923
- 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
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.