Grant Gottdiner
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2026 to now
- Charles Schwab & Co., Inc.Apr 2026 to now
- Fidelity InvestmentsJun 2024 to Apr 2026
- Bank of America, N.A.Jun 2023 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith, Inc.May 2023 to May 2024
- Fidelity InvestmentsJan 2021 to May 2023
- Edward T Hagins Landscaping IncApr 2020 to Jul 2020
- University of Kentucky Johnson CenterJan 2020 to Mar 2020
- Kline and CompanyJun 2018 to Sep 2018
- Pi Beta Phi SororityFeb 2018 to May 2019
- University of KentuckyAug 2016 to Dec 2020
- Kenwood Country ClubMay 2013 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7333861
- Firm CRD
- 159035