Grant Henry Robert Denniston

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2014 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Concord, NH
• 03/2022 → 12/2023
  Wells Fargo Clearing Services, Llc
  Manchester, NH
• 12/2023 → 06/2026
  Steward Partners Global Advisory, Llc
  Manchester, NH
• 12/2023 → 06/2026
  Steward Partners Investment Solutions, Llc
  Manchester, NH
• 12/2023 → 06/2026
  Steward Partners Investment Advisory, Llc
  Manchester, NH
• 06/2026 → Present
  Lpl Financial Llc
  Bedford, NH

Previous Registrations

• 2023-12-04 → 2026-06-29
  Steward Partners Investment Advisory, Llc
  Stamford, CT
  Manchester, NH
• 2022-03-23 → 2023-12-12
  Wells Fargo Clearing Services, Llc
  Manchester, NH
• 2014-08-01 → 2022-03-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Concord, NH
  Portsmouth, NH
  Manchester, NH
  Manchester, NH
• 2012-12-14 → 2013-01-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Concord, NH

Exams

• S66 Uniform Combined State Law Examination
  2012-12-13

Other Names

• Bo Henry Robert Denniston
• Grant Henryrobert Denniston
• Grant Henry Robert Denniston
• Bo Denniston
• Grant H Denniston