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Grant Daley

Investment adviser representative at Eltekon Advisors, LLC.
12 yearsExperience
1 stateRegistered in
$340MFirm assets
4 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Eltekon Advisors, LLC.Aug 2024 to now
  2. Acre InvestmentsMay 2022 to Jul 2023
  3. University of California, BerkeleyJun 2020 to May 2024
  4. NAAug 2014 to Apr 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

Eltekon Advisors, LLC.

$340MAssets managed
500Clients
8Advisers
4 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
7968522
Firm CRD
115371
Advisor's SEC record (opens in a new tab)
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