Grant Kalmanovitz
Grant Kalmanovitz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 16 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
655 W Broadway 12th Fl, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grant is an assistant basketball coach, a sales strategy consultant for a real estate staging company, and a consultant for a market research firm. These activities take minimal time and are not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Investment Services LLCBroker
Previous Registrations
Equitybee Securities, LLCBroker
North Capital Private Securities CorporationBroker
LPL Financial LLCBroker
LPL Financial LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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