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Orantes Grant

Strategic Advisers LLC

Roswell, GA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Roswell, GA • 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
Wells Fargo Advisors Financial Network, Llc Atlanta GA 04/2014 04/2017
Hightower Securities, Llc Williamsville NY 04/2017 08/2018
Trademark Capital Management, Inc Watkinsville GA 08/2018 10/2019
Jpmorgan Chase Bank N.A. Atlanta GA 09/2019 09/2022
J.P. Morgan Securities Llc Atlanta GA 09/2019 09/2022
Trademark Sports Management Bogart GA 08/2018 09/2019
Hightower Buffalo Williamsville NY 05/2017 08/2018
National Wealth Management Llc Atlanta GA 04/2014 05/2018
Fidelity Investments Covington KY 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 04/2017
    Wells Fargo Advisors Financial Network, Llc
    Atlanta, GA
  • 04/2017 → 08/2018
    Hightower Securities, Llc
    Williamsville, NY
  • 08/2018 → 10/2019
    Trademark Capital Management, Inc
    Watkinsville, GA
  • 09/2019 → 09/2022
    Jpmorgan Chase Bank N.A.
    Atlanta, GA
  • 09/2019 → 09/2022
    J.P. Morgan Securities Llc
    Atlanta, GA
  • 08/2018 → 09/2019
    Trademark Sports Management
    Bogart, GA
  • 05/2017 → 08/2018
    Hightower Buffalo
    Williamsville, NY
  • 04/2014 → 05/2018
    National Wealth Management Llc
    Atlanta, GA
  • 09/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-92623|OrgNmn:Notary Services|Org Addr:Roswell,Georgia,US|OBA Nature:Notary Public|Invst Rel:N|Title:Notary Public|Duties:Notarizing Signatures for Jurats, Acknowledgments and copy certifications|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-07
  • S66 Uniform Combined State Law Examination
    2017-07-07
Other Names
  • Orantes L Grant

View on SEC IAPD

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