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
Aegis Wealth Management LLC
|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
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