Grand

Grand (CRD# 174960) is a financial advisory firm headquartered in New York, NY. They manage $2,269,913 in 98 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $23,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, CT, LA, NE, NJ, NY, TX

Financial Advisors at Grand
Showing 1 - 2 of 2 top financial advisors.
1
Jacqueline N. Reyes
CRD#: 5003511
370 Lexington Ave, Suite 1704, New York, NY 10017
89
Wealthminder
score

Jacqueline Reyes (CRD# 5003511) is an Investment Advisor Representative working at Grand in New York, NY and has over 3 years of experience in the finance industry.

2
Guerin F. Schwarberg
CRD#: 6727902
370 Lexington Ave, Suite 1704, New York, NY 10017
88
Wealthminder
score

Guerin Schwarberg (CRD# 6727902) is an Investment Advisor Representative working at Grand in New York, NY and has 1 year of experience in the finance industry.

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