Cory 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Bethesda, MD
• 06/2016 → 06/2023
  Wells Fargo Bank Na
  Bethesda, MD
• 11/2016 → 06/2023
  Wells Fargo Clearing Services, Llc
  Bethesda, MD
• 06/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD
• 07/2023 → Present
  Bank Of America, N.A.
  North Bethesda, MD

Previous Registrations

• 2016-10-04 → 2023-07-13
  Wells Fargo Clearing Services, Llc
  Columbia, MD
  Laurel, MD
  Silver Spring, MD
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2016-10-04
• S63 Uniform Securities Agent State Law Examination
  2009-04-01

Other Names

• Cory Grant
• Cory Deon Grant