Grant Christopher Carey
Investment adviser representative at Carey Wealth Management
11 yearsExperience
1 stateRegistered in
$222.8MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Carey Wealth ManagementJun 2025 to now
- Trek BikesJun 2025 to now
- Carey Wealth ManagementMay 2023 to Aug 2023
- PepsicoAug 2022 to Feb 2023
- Trek BikesMay 2021 to Aug 2021
- Full-time StudentJun 2015 to Jun 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Carey Wealth Management
Legal name: Carey Consulting Wealth Management, Inc.
$222.8MAssets managed
102Clients
2Advisers
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
- 8126940
- Firm CRD
- 173885