Grant Gilbert

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 07/2016 → 10/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 10/2019 → Present
  Soundbetter, Llc
  Brooklyn, NY
• 10/2021 → Present
  Raymond James & Associates, Inc.
  West Conshohocken, PA

Previous Registrations

• 2020-07-17 → 2021-10-18
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

(1)Name of Business: Address: 4034 Center Ave, Lafayette Hill, PA, 19444, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: On weekends I periodically write and produce music for others, mostly involving audio engineering.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-15
• S63 Uniform Securities Agent State Law Examination
  2016-08-22

Designations

• Certified Financial Planner

Other Names

• Grant Gilbert
• Grant David Gilbert