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Alan Derek Grismore

Santara Wealth Management LLC

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About Alan Derek Grismore

Alan Derek Grismore is a financial advisor with Santara Wealth Management LLC. Alan has been a registered representative since 2015 and has experience in various aspects of financial services, including investment advisory, insurance sales, and financial planning. Alan holds the Series 66, Series 7 and SIE licenses. Alan is dedicated to providing comprehensive financial planning and investment management services to individuals and families.

Firm Information

Alan Grismore is currently registered with Santara Wealth Management LLC. Santara Wealth Management LLC is a wealth management firm with two licensed agents and two investment advisor representatives. The firm provides financial planning, pension consulting, and portfolio management services for individuals and businesses. They also select other advisors for their clients.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Grismore’s Registration & Firm History

CA

02/03/2025 - Present

Santara Wealth Management LLC (SAN DIEGO CA)

CA

11/05/2015 - 09/03/2022

J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 12/29/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Derek Grismore.
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