DG
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Derrick Grava

37 Years of Experience
Kiawah Island, SC
Broker

Derrick Grava is a registered investment advisor at Palmetto Advisory, based in Kiawah Island, SC, with 37 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
4 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Kiawah Island, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derrick is the President and CEO of Palmetto Advisory, a registered investment advisory firm acting as solicitors for other RIAs. He dedicates about half of his time to this business, supervising reps and managing daily operations.

Employment History
Current Registrations
Palmetto Advisory
March 2010 - Present · 16 yrs 2 mos
Palmetto Advisory Group, LLCBroker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Kerusso Capital Management, LLC
October 2022 - December 2025 · 3 yrs 2 mos
Tandem Investment Advisors INC
April 2009 - November 2009 · 7 mos
Blue Rock Global Partners, INC.Broker
February 2009 - November 2009 · 9 mos
Old Mutual Investment PartnersBroker
October 2006 - May 2008 · 1 yr 7 mos
UBS Financial Services INC.
January 2003 - November 2005 · 2 yrs 10 mos
UBS Financial Services INC.Broker
August 1998 - November 2005 · 7 yrs 3 mos
Smith Barney INC.Broker
January 1992 - August 1998 · 6 yrs 7 mos
Lehman Brothers INC.Broker
March 1988 - January 1992 · 3 yrs 10 mos
Drexel Burnham Lambert IncorporatedBroker
September 1986 - June 1988 · 1 yr 9 mos
State Registrations7 states
CAFLGAMANCSCWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.