Hunter Lindsay Grand

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2024 → Present
  Cwa Asset Management Group, Llc
  Naples, FL
• 10/2022 → 08/2024
  Deromo's Restaurant
  Bonita Springs, FL
• 01/2019 → 05/2024
  Student
  Ft. Myers, FL
• 06/2018 → 12/2018
  Lincoln Hills Golf Club
  Lincoln, CA
• 08/2016 → 04/2018
  Kfc
  Lincoln, CA
• 07/2014 → 06/2018
  Lincoln High School
  Lincoln, CA
• 03/2025 → Present
  Naples Flatbread Kitchen & Bar
  Estero, FL

Other Businesses

Works as a server at Naples Flatbread Kitchen & Bar in Estero, FL. This is not an investment-related business. The nature of the business is restaurant and dining services. Address: 10801 Corkscrew Rd. Suite 520, Estero FL 33928 Position: Server Start Date: March 22, 2025 Approximate hours/month devoted to other business: 56 Number of hours devoted during securities trading hours: 0 Brief description of duties: Serving and taking care of customers of the restaurant.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-25