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Kent Michael Grealish

Grealish Investment Counseling LLC

San Mateo, CA

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Current Employers
Grealish Investment Counseling Llc

1710 South Amphlett Blvd Suite 117, San Mateo, CA 94402-2704 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-19
  • CA RA
    APPROVED
    Since 2024-07-19

Branch Locations

1710 South Amphlett Blvd Suite 117, San Mateo, CA 94402-2704 • 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
Garrett Investment Advisors, Llc/Cga Advisors San Mateo CA 01/2014 12/2023
Unemployed San Mateo CA 01/2024 06/2024
Grealish Investment Counseling Llc San Mateo CA 06/2024 Present
  • 01/2014 → 12/2023
    Garrett Investment Advisors, Llc/Cga Advisors
    San Mateo, CA
  • 01/2024 → 06/2024
    Unemployed
    San Mateo, CA
  • 06/2024 → Present
    Grealish Investment Counseling Llc
    San Mateo, CA
Previous Registrations
  • 2014-01-02 → 2024-01-09
    Cgn Advisors, Llc
    San Mateo, CA
    Manhattan, KS
  • 2005-07-05 → 2014-01-09
    Quacera, Llc
    Sacramento, CA
  • 1998-11-02 → 2004-01-29
    Morgan Stanley Dw Inc.
    San Mateo, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1981-07-09
  • S63 Uniform Securities Agent State Law Examination
    1981-07-09
Designations

View on SEC IAPD

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NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
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FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
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