Grant C Thornton

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

• 10/2014 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 05/2018 → 09/2018
  Walmart Distribution Center
  Macclenny, FL
• 11/2018 → 02/2021
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 08/2018 → 09/2018
  Metric Engineering
  Jacksonville, FL
• 11/2017 → 06/2018
  Unemployed
  Jacksonville, FL
• 02/2021 → 10/2021
  Unemployed
  Jacksonville, FL
• 10/2021 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 03/2022 → 02/2026
  Fidelity Investments
  Smithfield, RI
• 03/2026 → Present
  Morgan Stanley
  Portland, OR

Previous Registrations

• 2017-04-27 → 2017-12-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-13
• S66 Uniform Combined State Law Examination
  2017-04-25

Other Names

• Grant Christian Thornton
• Grant Thornton
• Grant C Thornton