Oliver Grant

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Monica, CA
• 01/2019 → Present
  Maggie Gilbert Aquatic Center
  Pacific Palisades, CA
• 05/2022 → Present
  Westside Aquatics
  Pacific Palisades, CA
• 10/2018 → Present
  Palisades Charter High School
  Pacific Palisades, CA
• 08/2020 → 05/2022
  San Jose State University
  San Jose, CA
• 06/2022 → 06/2024
  University Of California, Santa Cruz
  Santa Cruz, CA
• 10/2014 → 09/2018
  Full Time Student
  Pacific Palisades, CA
• 01/2025 → Present
  Bank Of America, N.A.
  Santa Monica, CA

Other Businesses

I*2123306, Entity Type Entity For Profit, Name of OBA: Westside Aquatics Address: Pacific Palisades California 90272 Investment Related: No Position, Title, Association: Other Employee Start Date:05/01/2022 No Hours: 9 weekly No Hours during trading: 0 Duties: Westside is a competitive swim, water polo and synchronized swimming club for ages high school and under. My responsibility is I am a Water Polo coach for my local club. I coach primarily age groups from middle school to high school boys. Being head Coach for 14u (14 years old and under) and assistant coach for 16u and 18u teams

Exams

• S66 Uniform Combined State Law Examination
  2025-03-19

Other Names

• Oliver Ewan Grant