William Edward Grant
Investment adviser representative at Diamond Client Group, LLC
22 yearsExperience
1 stateRegistered in
$185.8MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Vanderbilt Financial Group.Nov 2023 to now
- Diamond Client Group, LLCMar 2023 to now
- Peak Brokerage Services, LLCMar 2023 to Nov 2023
- MML Investors Services, LLCMar 2017 to Mar 2023
- Mass Mutual Life Insurance CompanyJul 2016 to Mar 2023
- Metlife Securities, Inc.Jul 2001 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Diamond Client Group, LLC
$185.8MAssets managed
436Clients
10Advisers
1 yearIn 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
- 4438416
- Firm CRD
- 310570