Grant Gottdiner

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2021 → 05/2023
  Fidelity Investments
  Covington, KY
• 05/2023 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Scottsdale, AZ
• 06/2018 → 09/2018
  Kline And Company
  Cincinnati, OH
• 06/2024 → 04/2026
  Fidelity Investments
  Boston, MA
• 02/2018 → 05/2019
  Pi Beta Phi Sorority
  Lexington, KY
• 08/2016 → 12/2020
  University Of Kentucky
  Lexington, KY
• 05/2013 → 12/2020
  Kenwood Country Club
  Cincinnati, OH
• 06/2023 → 05/2024
  Bank Of America, N.A.
  Scottsdale, AZ
• 04/2020 → 07/2020
  Edward T Hagins Landscaping Inc
  Cincinnati, OH
• 01/2020 → 03/2020
  University Of Kentucky Johnson Center
  Lexington, KY
• 03/2025 → 04/2026
  Fidelity Investments
  Boston, MA
• 04/2026 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ
• 04/2026 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2025-03-31 → 2026-04-21
  Strategic Advisers Llc
  Scottsdale,, AZ
  Scottsdale, AZ
  Boston, MA
• 2024-07-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Scottsdale, AZ
• 2023-06-13 → 2024-05-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 2022-11-17 → 2023-05-16
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26
• S63 Uniform Securities Agent State Law Examination
  2021-05-19

Designations

• Certified Financial Planner

Other Names

• Grant David Gottdiner
• Grant Gottdiner
• Grant D Gottdiner