Grant Mcginty

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 06/2019 → 04/2021
  Charles Schwab & Co., Inc.
  Westlake, TX
• 05/2017 → 08/2017
  Victory Capital
  Denver, CO
• 05/2018 → 08/2018
  Schwartz Mabry Private Wealth Advisory
  Denver, CO
• 02/2021 → 04/2021
  Charles Schwab Bank, Ssb
  Westlake, TX
• 04/2021 → 05/2023
  Raymond James Financial Services, Inc
  Greenwood Village, CO
• 04/2021 → 05/2023
  Raymond James Financial Services Advisors, Inc
  Greenwood Village, CO
• 04/2021 → 02/2024
  Concurrent Investment Advisors Dba Legacy Private Wealth Prt
  Greenwood Village, CO
• 04/2021 → 05/2023
  Concurrent Advisors
  San Diego, CA
• 04/2021 → 04/2021
  Raymond James Financial Services, Inc
  Greenwood Village, CO
• 05/2018 → 08/2018
  Legacy Private Wealth Partners
  Greenwood Village, CO
• 01/2014 → 06/2019
  Student
  Highlands Ranch, CO
• 06/2019 → 03/2021
  Charles Schwab & Co., Inc.
  Westlake, TX
• 04/2021 → 05/2023
  Concurrent Advisors
  Greenwood Village, CO
• 05/2023 → 10/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 02/2024 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2023-05-31 → 2024-02-08
  Concurrent Investment Advisors, Llc
  Greenwood Village, CO
  Tampa, FL
• 2021-04-28 → 2023-06-09
  Raymond James Financial Services Advisors, Inc
  Greenwood Village, CO
• 2019-12-09 → 2021-04-20
  Charles Schwab & Co., Inc.
  Fort Worth, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-12-09

Designations

• Certified Financial Planner

Other Names

• Grant Connor Mcginty