Thomas Grant
Investment adviser representative at Private Advisor Group, LLC
41 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$57.7BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
41 years in the industry.
- Private Advisor Group, LLCMar 2026 to now
- LPL Financial LLCMay 2025 to now
- Grove Point Advisors, LLCApr 2021 to May 2025
- Grove Point Investments, LLCApr 2021 to May 2025
- H.beck, Inc.Mar 2013 to Mar 2021
- Prestige Title AgencyAug 1985 to May 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 4490611
- Firm CRD
- 155216