Donald Grant is a CFP-designated registered investment advisor, based in Austin, TX, with 24 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History (1)
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Customer Dispute
April 2020Settled
Other Business Activities
Donald is involved in several business activities, including managing rental properties, serving as a board member for Wichita Wagonmasters, and providing financial planning and investment advisory services through Carey, Thomas, Hoover and Breault Advisors, Fortis Advisors LLC, Kestra Advisory Services, and Sabre Wealth. He also has ownership stakes in NSF Partners, LLC and 1211 Partners, LLC.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
October 2016 - Present · 9 yrs 9 mos
Kestra Advisory Services, LLC
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
Carey, Thomas, Hoover & Breault Advisors
August 2013 - December 2016 · 3 yrs 4 mos
Carey, Thomas, Hoover, & Breault, INC.Broker
August 2013 - October 2016 · 3 yrs 2 mos
Morgan StanleyBroker
June 2009 - September 2013 · 4 yrs 3 mos
Morgan Stanley
June 2009 - September 2013 · 4 yrs 3 mos
Citigroup Global Markets INC.
April 2002 - June 2009 · 7 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2002 - June 2009 · 7 yrs 3 mos
State Registrations24 states
ALARAZCACOCTFLIAKSLAMDMIMNMONCNENVOHOKTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.