Grant Mcginty

CRD 6951954 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Grant Connor Mcginty

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 7TOSIESeries 66
Registered states (19): Alaska · Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Minnesota · Nebraska · New Mexico · Ohio · Oklahoma · Pennsylvania · Tennessee · Virginia · Wisconsin
Years in the industry (source record): 6
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (6)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

start not retrieved → present
Concurrent Investment Advisors, LLC
Greenwood Village, CO · IA capacity

May 31, 2023 → Feb 8, 2024
Purshe Kaplan Sterling Investments
Greenwood Village, CO · BC capacity

May 31, 2023 → Nov 2, 2023
Raymond James Financial Services Advisors, Inc
Greenwood Village, CO · IA capacity

Apr 28, 2021 → Jun 9, 2023
Raymond James Financial Services, Inc.
Greenwood Village, CO · BC capacity

Apr 28, 2021 → Jun 9, 2023

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6951954 ↗ FINRA BrokerCheck record for CRD 6951954 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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