William Edward Grant

Employer firm

Diamond Client Group, LLC CRD 310570

$186M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → 03/2017
  Metlife Securities, Inc.
  Houston, TX
• 07/2016 → 03/2023
  Mass Mutual Life Insurance Company
  Houston, TX
• 03/2017 → 03/2023
  Mml Investors Services, Llc
  Houston, TX
• 03/2023 → 11/2023
  Peak Brokerage Services, Llc
  Jupiter, FL
• 03/2023 → Present
  Diamond Client Group
  The Woodlands, TX
• 11/2023 → Present
  Vanderbilt Financial Group.
  Woodbury, NY

Previous Registrations

• 2017-03-25 → 2023-03-13
  Mml Investors Services, Llc
  Houston, TX
  Houston, TX
• 2007-07-25 → 2017-03-25
  Msi Financial Services, Inc.
  Houston, TX
  Houston, TX

Other Businesses

1) Diamond Client Group, LLC. investment related. Start date: 03/13/2023. Address: 9595 Six Pines Dr Suite 6200, The Woodlands Texas, 77380. Title: Financial Advisor. Duties: Provide Investment advice/management and Financial Planning for clients. Time spent during regular hours: 60%. 2) Diamond Client Group, LLC. Not investment related. Start date: 03/13/2023. Address: 9595 Six Pines Dr Suite 6200, The Woodlands Texas, 77380. Title: Insurance Sales. Duties: Sales/Service individual Life, Dental, Health, Long-Term Care through various insurance companies. Fixed Insurance only. Time spent during regular hours: 10%.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-02
• S63 Uniform Securities Agent State Law Examination
  2001-12-01

Other Names

• William E. Grant
• Bill Grant