Grant Spencer Wallensky

Employer firm

Lewis M. Wallensky Associates CRD 136489

150 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 05/2010 → Present
  Wallensky Spatz And Associates
  Los Angeles, CA
• 01/2011 → 11/2017
  National Planning Corporation
  Santa Monica, CA
• 11/2017 → Present
  Lpl Financial Llc
  Los Angeles, CA

Other Businesses

1. 11/29/2017 - WALLENSKY SPATZ & ASSOCIATES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/10 - 160 Hours Per Month/80 Hours During Securities Trading. 2. 11/29/2017 - WALLENSKY SPATZ & ASSOCIATES - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 05/10 - 160 Hours Per Month/80 Hours During Securities Trading - JUNIOR ASSOCIATE. 3. 05/16/2019 - LEWIS M. WALLENSKY ASSOCIATES - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:02/08/2018 - 0 hrs/mo - 0 hrs during trading. 4. 11/22/2023 - CA 51st Assembly District Central Committee - Political Campaign - Not Investment Related - 16133 Ventura Blvd #560, Encino, CA 91436 - Start Date 03/05/2024 - 10 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-25
• S63 Uniform Securities Agent State Law Examination
  2014-11-13

Other Names

• Grant Spencer Wallensky
• Grant S Wallensky