EG
EG

E'lea Grant

8 Years of Experience
Newtown, PA
Broker

E'lea Grant is a registered investment advisor at Raymond James & Associates, INC., based in Newtown, PA, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5 Caufield Place, Suite 201, Newtown, PA, 18940

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

E'Lea owns Pixel Play Threads, an online apparel retail business via Shopify, creating graphic design apparel. She dedicates minimal time to this business, with no time spent during trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 4 mos
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 4 mos
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2020 - March 2022 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2020 - March 2022 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - December 2019 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2018 - December 2019 · 1 yr 9 mos
Citizens Securities, INC.Broker
September 2017 - January 2018 · 4 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.