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Grant S Colin

Monarch Wealth Strategies

Los Angeles, CA

CRD 6834090

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Employer firm

Monarch Wealth Strategies CRD 136029

$463M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Monarch Wealth Strategies

222 East Carillo Street Suite 208, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-18
  • CA RA
    APPROVED
    Since 2023-09-18

Branch Locations

6430 Sunset Blvd., Suite 1433, Los Angeles, CA 90028 • 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
Seia Llc Los Angeles CA 08/2018 09/2023
Student Los Angeles CA 09/2014 09/2018
Signator Inv Inc Los Angeles CA 09/2018 11/2018
Royal Alliance Associates, Inc. Los Angeles CA 11/2018 08/2023
Ses Inc. Los Angeles CA 08/2023 09/2023
Monarch Wealth Strategies Santa Barbara CA 09/2023 Present
  • 08/2018 → 09/2023
    Seia Llc
    Los Angeles, CA
  • 09/2014 → 09/2018
    Student
    Los Angeles, CA
  • 09/2018 → 11/2018
    Signator Inv Inc
    Los Angeles, CA
  • 11/2018 → 08/2023
    Royal Alliance Associates, Inc.
    Los Angeles, CA
  • 08/2023 → 09/2023
    Ses Inc.
    Los Angeles, CA
  • 09/2023 → Present
    Monarch Wealth Strategies
    Santa Barbara, CA
Previous Registrations
  • 2023-08-29 → 2023-09-11
    Seia
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-16
  • S66 Uniform Combined State Law Examination
    2019-10-16
Other Names
  • Grant Colin
  • Grant Sidney Colin

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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