Daniel Wesley Grant
Investment adviser representative at Hilltop Securities Asset Management, LLC
10 yearsExperience
3 statesRegistered in
$37.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Hilltop Securities Inc.Jan 2016 to now
- Hilltop Securities Asset Management, LLCJun 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (FL, ME, TX).
Hilltop Securities Asset Management, LLC
$37.7BAssets managed
60Clients
25Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1842903
- Firm CRD
- 110760