Grant Moulton
Investment adviser representative at Prosperitas Financial, LLC
10 yearsExperience
1 stateRegistered in
$812.5MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Prosperitas Financial, LLCOct 2025 to now
- Raymond James Financial Services Advisors, Inc.Apr 2022 to Sep 2025
- Raymond James Financial Services, Inc.Apr 2022 to Sep 2025
- Market of ChoiceJan 2021 to Nov 2021
- Belpointe Asset Management, LLCSep 2020 to Apr 2022
- Belpointe Insurance LLCSep 2020 to Apr 2022
- Moulton Wealth Management, LLCSep 2020 to Apr 2022
- LPL Financial LLCOct 2019 to Sep 2020
- Banner BankSep 2019 to Sep 2020
- UnemployedMay 2019 to Sep 2019
- Key BankOct 2016 to May 2019
- Key Investment ServicesOct 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Prosperitas Financial, LLC
$812.5MAssets managed
2,138Clients
39Advisers
5 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
- 6168407
- Firm CRD
- 315768