Mani Dwight Grant
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm 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
10 years in the industry.
- Kestra Advisory Services, LLCJun 2026 to now
- UnemployedJan 2026 to Jun 2026
- Truist FinancialJul 2023 to Jan 2026
- LPL Financial LLCJan 2022 to Jul 2023
- Private Advisor Group, LLCJan 2022 to Jul 2023
- Campbell Wealth ManagementMay 2021 to Nov 2021
- Madison Avenue SecuritiesMay 2021 to Nov 2021
- Capfinancial Partners, LLC. (captrust)Feb 2021 to May 2021
- Cammack Larhette Advisors, LLCApr 2018 to Feb 2021
- Cammack Larhette Brokerage Inc.Apr 2018 to Feb 2021
- UnemployedFeb 2018 to Apr 2018
- M&t BankSep 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
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
- 7014918
- Firm CRD
- 283330