Grant Wallensky
Grant Wallensky is a registered investment advisor at Lewis M. Wallensky Associates, based in Los Angeles, CA, with 15 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 180 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lewis M. Wallensky does not directly manage client investments. Instead, they help clients select a third-party money manager. Lewis M. Wallensky is paid a portion of the fee charged by the independent investment advisor, typically up to 1.5% of the fee charged by the independent investment advisor, depending on the size of the account. This fee is included in the independent investment advisor's annual management fee.
Location
1880 Century Park E Ste 411, Los Angeles, CA, 90067
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Regulatory History (1)
Criminal
February 2017Other Business ActivitiesSells Insurance
Grant is involved with Wallensky Spatz & Associates and Lewis M. Wallensky Associates as a DBA for LPL business, dedicating full-time hours. Grant also participates in the CA 51st Assembly District Central Committee political campaign, spending a few hours per week.
Employment History
Current Registrations
Lewis M. Wallensky Associates
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning CorporationBroker
State Registrations22 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.