Martin Grady is a registered investment advisor, based in Atlanta, GA, with 18 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3630 Peachtree Rd, Ne, Ste 250, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2016Closed-No Action
Customer Dispute
June 2015Settled
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
September 2016 - February 2021 · 4 yrs 5 mos
Bb&t Securities, LLCBroker
September 2016 - February 2021 · 4 yrs 5 mos
Invest Financial Corporation
January 2012 - September 2016 · 4 yrs 8 mos
Invest Financial CorporationBroker
December 2011 - September 2016 · 4 yrs 9 mos
Midsouth Capital, INC.
January 2011 - November 2011 · 10 mos
Midsouth Capital, INC.
March 2010 - December 2010 · 9 mos
Midsouth Capital, INC.Broker
February 2010 - November 2011 · 1 yr 9 mos
UBS Financial Services INC.
April 2008 - May 2009 · 1 yr 1 mo
UBS Financial Services INC.Broker
June 2007 - May 2009 · 1 yr 11 mos
State Registrations31 states
AKALAZCACODCFLGAHIILKYLAMAMDMIMOMSMTNCNHNJNYOHPASCTNTXUTVAWAWY
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.
More Advisors
- Cort Haber, CFPXception Family Office
- Floyd Green, CFAFloyd Green Financial Services, INC.
- William Anderson, ChFCJ.P. Morgan Securities LLC
- Jodi Dhollosy, CFPAdvocacy Wealth Management, LLC
- Peyton Bogard, CFAAsset Preservation Advisors, LLC
- Kristin Pugh, CFPCreative Planning