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Grant Kletter

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-02
NY RA APPROVED 2025-04-28
  • TX RA
    APPROVED
    Since 2025-06-02
  • NY RA
    APPROVED
    Since 2025-04-28

Branch Locations

550 7Th Ave, New York, NY 10018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Garden City NY 04/2024 03/2025
Jpmorgan Chase Bank, N.A. Garden City NY 04/2024 03/2025
Happily Ever After Home Inspections, Inc. Sea Cliff NY 01/2016 04/2024
Zeta Charter Schools Bronx NY 03/2023 05/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 03/2025 Present
Bank Of America, N.A. New York NY 05/2025 Present
  • 04/2024 → 03/2025
    J.P. Morgan Securities Llc
    Garden City, NY
  • 04/2024 → 03/2025
    Jpmorgan Chase Bank, N.A.
    Garden City, NY
  • 01/2016 → 04/2024
    Happily Ever After Home Inspections, Inc.
    Sea Cliff, NY
  • 03/2023 → 05/2023
    Zeta Charter Schools
    Bronx, NY
  • 03/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 05/2025 → Present
    Bank Of America, N.A.
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-06-01
S66 Uniform Combined State Law Examination 2024-02-12
  • S63 Uniform Securities Agent State Law Examination
    2024-06-01
  • S66 Uniform Combined State Law Examination
    2024-02-12
Other Names
  • Grant David Kletter

View on SEC IAPD

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BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
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