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Grant Dorian Mayer

Charles Schwab & CO., Inc.

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About Grant Dorian Mayer

Grant Mayer is a financial professional with over 30 years of experience in the industry. Grant is currently registered with Charles Schwab & CO., Inc. Grant's background includes previous roles at OLDE DISCOUNT CORPORATION, JOSEPH CHARLES & ASSOC., INC., PRUDENTIAL SECURITIES INCORPORATED, FRANKLIN-LORD, INC., and CENPAC SECURITIES CORP. Grant has a wide range of licenses and certifications, including Series 63, 65, 66, 7, 8, 9, 10, and 24. Grant provides financial planning, portfolio management, and other services to clients. Grant's client focus includes individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions.

Firm Information

Grant Mayer is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Grant Mayer’s Registration & Firm History

AZ

01/02/2019 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

MI

07/19/1996 - 03/03/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

FL

06/25/1996 - 07/18/1996

JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)

NY

02/10/1993 - 06/03/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

AZ

03/23/1992 - 10/30/1992

FRANKLIN-LORD, INC. (SCOTTSDALE AZ)

NA

08/14/1991 - 02/28/1992

CENPAC SECURITIES CORP.

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Licenses & Designations

BOTH

Issued 02/25/2005

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/28/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/20/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 06/12/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Grant Dorian Mayer. Review regulatory record here.
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