Anuj Dave Grover
Investment adviser representative at Lake Street
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Lake StreetSep 2021 to now
- Wells Fargo Clearing Services, LLCNov 2016 to now
- Wells Fargo Advisors, LLCNov 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (IL, MD).
Lake Street
Legal name: Lake Street Private Wealth, LLC
$1.2BAssets managed
613Clients
6Advisers
8 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
- 4199595
- Firm CRD
- 296761