Grant Lindl Johnson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2014 → 07/2022
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Del Ray Beach, FL
• 07/2014 → 07/2022
  Bank Of America, N.A.
  Del Ray Beach, FL
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach Gardens, FL
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-05-01 → 2022-07-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Delray Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-04-28

Other Names

• Grant Johnson