Samuel Grant, financial advisor Woburn MA

Samuel Grant

CRD Number: 6353388
Current Firm: Trust Advisory Group Ltd

Samuel Grant (CRD# 6353388) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 6 years of experience in the finance industry.

Similar Advisors
Nancy Aadalen, financial advisor Woburn MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Woburn MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Similar Advisors
James Abagis, financial advisor Woburn MA
James D. Abagis
CRD# 1388001
The Cerato Group LLC
Company Name Location Dates Years
Advisory Group Equity Services, Ltd. Woburn, MA Feb 2020 - Current < 1
Atlassian Boston, MA Oct 2018 - Feb 2020 1
Opsgenie Boston, MA Mar 2018 - Oct 2018 < 1
Fidelity Brokerage Services, LLC Merrimack, NH Jun 2014 - Mar 2018 3
University Of Massachusetts At Amherst Amherst, MA Sep 2010 - May 2014 3
Veritude Smithfield, RI Dec 2013 - Dec 2013 < 1
Veritude Westlake, TX Jun 2013 - Aug 2013 < 1
Vinfen Corporation Boston, MA Jun 2010 - Aug 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2014
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Samuel F. Grant
Phone Number: 781-933-6100
Registered State(s):
  • MA
  • OH
By the Numbers
  • Total Assets Under Management
    408
    MILLIONS
  • Total Number of Accounts
    1,575
    ACCOUNTS
  • Average Account Value
    $258,884
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.