Grant Alexander Rosen

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2023 → 08/2025
  Vanguard Advisers, Inc.
  Plano, TX
• 08/2014 → 05/2018
  Arapahoe High School
  Centennial, CO
• 08/2018 → 05/2022
  Baylor University
  Waco, TX
• 05/2016 → 01/2019
  Waterway Carwash
  Greenwood Village, CO
• 05/2019 → 08/2019
  Elevate Commercial Real Estate
  Greenwood Village, CO
• 05/2020 → 08/2020
  Private Capital Management
  Cherry Creek, CO
• 03/2020 → 07/2025
  Doordash
  Waco, TX
• 08/2022 → Present
  Wyzant
  Dallas, TX
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Dallas, TX
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Dallas, TX
• 05/2020 → Present
  Uber
  Dallas, TX
• 06/2022 → 08/2025
  Vanguard Marketing Corporation
  Plano, TX

Previous Registrations

• 2023-06-29 → 2025-08-15
  Vanguard Advisers, Inc.
  Plano, TX

Other Businesses

(1)Name of Business: Munn Gray & Associates Address: 14951 Dallas Pkwy Ste 820, Dallas, TX, 75254-7892, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor. Secondary advisor in client meetings for notetaking next steps and financial advice.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-17

Designations

• Certified Financial Planner

Other Names

• Grant Rosen