Monte Trent Grissom
Investment adviser representative at Waterfront Wealth Inc.
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
9 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
13 years in the industry.
- Waterfront Wealth Inc.Oct 2018 to now
- Wells Fargo Advisors, LLCOct 2018 to now
- Taylor CorporationJan 2017 to Oct 2018
- CaltechJan 2013 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (KS).
Waterfront Wealth Inc.
$1.1BAssets managed
792Clients
10Advisers
9 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
- 7032287
- Firm CRD
- 173220