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Sophia Bliablias-Grandy

25 Years of Experience
Tigard, OR
Broker

Sophia Bliablias-Grandy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6855 SW Baylor St, Tigard, OR, 97223

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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

Sophia is a partner in Empire19 and Project 3.0, LLCs formed to own the office building where she works, dedicating minimal time to each. She also spends about half her time as a financial advisor/partner at Kruse Woods Financial Partners, Project Discovery LLC, and S Grandy Investments.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2016 - Present · 9 yrs 11 mos
Raymond James Financial Services, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
Foresters Financial Services, INC.Broker
March 2001 - May 2016 · 15 yrs 2 mos
State Registrations12 states
AZFLGAILNJNYOHORPASCVAVT
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.
Sophia Bliablias-Grandy - Financial Advisor | TrueAdvisor