Robert T Carroll
Investment adviser representative at Jackson, Grant Investment Advisers, Inc.
19 yearsExperience
1 stateRegistered in
$577.7MFirm assets
27 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Jackson, Grant Investment Advisers, Inc.Dec 2013 to now
- Southern Ct Drum LessonsJan 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CT).
Jackson, Grant Investment Advisers, Inc.
$577.7MAssets managed
94Clients
4Advisers
27 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
- 6294302
- Firm CRD
- 108156