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Brent Kenneth Donovan

Investment adviser representative at Grant Tani Barash & Altman, LLC
13 yearsExperience
1 stateRegistered in
$2.3BFirm assets
3 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.

Other

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Grant Tani Barash & Altman, LLCOct 2023 to now
  2. Hightower SecuritiesOct 2023 to now
  3. Mad Donovan IncJun 2018 to now
  4. Geneos Wealth Management, IncJan 2013 to Oct 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (CA).

Grant Tani Barash & Altman, LLC

$2.3BAssets managed
226Clients
8Advisers
3 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
3244063
Firm CRD
319128
Advisor's SEC record (opens in a new tab)
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