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Gary Gale Kephart

Grandview Asset Management LLC

Harrisburg, PA

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Current Employers
Grandview Asset Management Llc

4200 Crums Mill Road Floor 2, Harrisburg, PA 17112 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-11-03
  • PA RA
    APPROVED
    Since 2020-11-03

Branch Locations

4200 Crums Mill Road Floor 2, Harrisburg, PA 17112 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Harrisburg PA 06/2009 11/2020
Morgan Stanley Private Bank, National Association New York NY 01/2015 11/2020
Grandview Asset Management, Llc Harrisburg PA 11/2020 Present
  • 06/2009 → 11/2020
    Morgan Stanley Smith Barney
    Harrisburg, PA
  • 01/2015 → 11/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2020 → Present
    Harrisburg, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-01
S63 Uniform Securities Agent State Law Examination 1983-08-17
  • S65 Uniform Investment Adviser Law Examination
    2004-10-01
  • S63 Uniform Securities Agent State Law Examination
    1983-08-17

View on SEC IAPD

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