Gerald Grant
Gerald Grant is a registered investment advisor at Equitable Advisors, LLC, based in Miami, FL, with 30 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
9130 S. Dadeland Blvd., Suite 1400, Miami, FL, 33156
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2015Customer Dispute
June 1998Other Business Activities
Gerald is involved in several community service and board member roles, including with Phi Beta Sigma Fraternity, Alpha Rho Boule of Sigma Pi Phi Fraternity, the Orange Bowl Committee, Florida International University, and the Adrienne Arsht Center. He also oversees the sale of his own book through G&G Enterprises of Miami Inc. and serves as President of Grant Financial Group LLC, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
The Equitable Life Assurance Society of the United StatesBroker
Citicorp Investment ServicesBroker
State Registrations15 states
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.