Thomas Grant
Thomas Grant is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 24 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Ave, Morristown, NJ, 07960
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Regulatory History (1)
Customer Dispute
May 2024Other Business Activities
Thomas operates Tom Grant Financial as a DBA for his LPL business. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Wrp Investments, INC.Broker
Main Street Management CompanyBroker
State Registrations10 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.