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Grant Christopher Carey

Carey Wealth Management

San Ramon, CA

CRD 8126940

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Employer firm

Carey Wealth Management CRD 173885

$223M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Carey Wealth Management

2819 Crow Canyon Road Suite 101, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-30
  • CA RA
    APPROVED
    Since 2025-06-30

Branch Locations

2819 Crow Canyon Road Suite 101, San Ramon, CA 94583 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carey Wealth Management San Ramon CA 06/2025 Present
Full-Time Student Reno NV 06/2015 06/2025
Trek Bikes Dublin CA 06/2025 Present
Carey Wealth Management San Ramon CA 05/2023 08/2023
Pepsico Reno NV 08/2022 02/2023
Trek Bikes Alamo CA 05/2021 08/2021
  • 06/2025 → Present
    Carey Wealth Management
    San Ramon, CA
  • 06/2015 → 06/2025
    Full-Time Student
    Reno, NV
  • 06/2025 → Present
    Trek Bikes
    Dublin, CA
  • 05/2023 → 08/2023
    Carey Wealth Management
    San Ramon, CA
  • 08/2022 → 02/2023
    Pepsico
    Reno, NV
  • 05/2021 → 08/2021
    Trek Bikes
    Alamo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-28
  • S65 Uniform Investment Adviser Law Examination
    2025-02-28

View on SEC IAPD

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Nearby Offices

BROOKER WEALTH MANAGEMENT · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA

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