Grant Christopher Wilson

Org Partners

7 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net WorthRetirement Planning

Org Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

718 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$772.6M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

2318 Crescent Ave, Charlotte, NC, 28207

Get directions

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.

Employment History

Current Registrations

Org Partners

February 2025 - Present · 1 yr

Previous Registrations

Defender Capital

May 2019 - February 2025 · 5 yrs 9 mos

UBS Financial Services INC.

September 2018 - May 2019 · 8 mos

UBS Financial Services INC.Broker

July 2018 - May 2019 · 10 mos

State Registrations2 states

NCSC

Advisor

Exams

No exam information available for this advisor.