Meaghan R Grant
Investment adviser representative at Rockport Wealth Advisors
13 yearsExperience
1 stateRegistered in
$676.4MFirm assets
3 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Rockport Wealth AdvisorsSep 2023 to now
- Rockport Wealth LLC dba Rockport Wealth AdvisorsJun 2023 to now
- ThriventMay 2022 to Aug 2022
- Lake Forest Country ClubMay 2021 to Aug 2021
- College and Secondary SchoolMay 2013 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Rockport Wealth Advisors
Legal name: Rockport Wealth, LLC
$676.4MAssets managed
1,623Clients
8Advisers
3 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
- 7533766
- Firm CRD
- 297122