Greggory BrantCRD Number: 6255725
Current Firm: Alliancebernstein LP
Greggory Brant (CRD# 6255725) is an Investment Advisor Representative working at Alliancebernstein LP in West Palm Beach, FL and has over 3 years of experience in the finance industry.
Castle Wealth Management
United Capital Financial Advisers
Indian River Financial Group, Inc.
|Sanford C. Bernstein & Company, LLC||West Palm Beach, FL||Aug 2014 - Current||2|
|Jpmorgan Chase Bank||Palm Beach, FL||Feb 2014 - Aug 2014||< 1|
|Jp Morgan Securities LLC||Palm Beach, FL||Feb 2014 - Aug 2014||< 1|
|Securian Financial Services Inc.||Palm Beach Gardens, FL||Sep 2013 - Feb 2014||< 1|
|Minnesota Life||Palm Beach Gardens, FL||Aug 2013 - Feb 2014||< 1|
|Evershore Financial Group||Palm Beach Gardens, FL||Aug 2013 - Feb 2014||< 1|
|Pnc Bank||Pittsburgh, PA||Aug 2011 - Aug 2013||2|
|Robert Morris University||Moon Township, PA||Aug 2007 - May 2012||4|
|General Nutrition Center||Pittsburgh, PA||Aug 2010 - Jul 2011||< 1|
|Pnc Bank||Pittsburgh, PA||May 2010 - Aug 2010||< 1|
|Treesdale Country Club||Mars, PA||May 2009 - Aug 2009||< 1|
|Firedex Restoration||Gibsonia, PA||May 2008 - Aug 2008||< 1|
|North Allegheny High School||Wexford, PA||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management436,187MILLIONS
Total Number of Accounts38,589ACCOUNTS
Average Account Value$11,303,398
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, 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.