Kyle Edgar Grandstaff

Employer firm

Colton Groome Financial Advisors, LLC CRD 128365

$725M regulatory AUM 101 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• QUALIFIED RETIREMENT PLAN AND/OR NON-QUALIFIED DEFERRED COMPENSATION PLAN CONSULTING AND INSURANCE CONSULTING.

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

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

Current Employers

Employment History

• 08/2016 → 05/2017
  Vanderbilt - Owen Graduate School Of Mangement
  Nashville, TN
• 05/2017 → 07/2017
  Study For Cfa
  Nashville, TN
• 07/2017 → 08/2020
  Suntrust Robinson Humphrey
  Atlanta, GA
• 08/2020 → 05/2022
  Truist Securities, Inc.
  Atlanta, GA
• 05/2022 → 09/2023
  Truist Advisory Services, Inc.
  Atlanta, GA
• 09/2023 → 08/2025
  Lpl Financial
  Atlanta, GA
• 10/2023 → 08/2025
  Ifg Advisory, Llc D/B/A Healy Wealth Management
  Atlanta, GA
• 08/2025 → Present
  Colton Groome Financial Advisors, Llc
  Asheville, NC

Previous Registrations

• 2023-12-15 → 2025-08-11
  Ifg Advisory, Llc
  Atlanta, GA
• 2022-07-06 → 2023-09-25
  Truist Advisory Services, Inc.
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-30
• S63 Uniform Securities Agent State Law Examination
  2017-09-23

Designations

• Chartered Financial Analyst

Other Names

• Kyle Grandstaff