Andrew Grannis is a registered investment advisor, based in Cleveland, OH, with 10 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
18540 Shelburne Road, Cleveland, OH, 44118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrew is associated with Blueprint Financial Corp as a Registered Investment Advisor DBA, dedicating full-time hours to this role. He is also a board member and secretary for the Cleveland Platform Tennis Foundation, a non-profit organization, spending minimal time on this activity.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Ifp Securities, LLCBroker
LPL Financial LLCBroker
State Registrations3 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.
Exams
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