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Grant Porter

Cascadia Capital, LLC

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About Grant Porter

Grant Porter is a registered representative with Cascadia Capital, LLC, with a current location in Austin, Texas. Grant has been working in the financial services industry since May 11, 2021. Grant is licensed to sell securities in Texas. Prior to joining Cascadia Capital, LLC, Grant worked at Lincoln International LLC and Ernst & Young Capital Advisors, LLC. Grant holds the Series 63, 79TO and SIE licenses.

Firm Information

Grant Porter is currently registered with Cascadia Capital, LLC. Cascadia Capital, LLC is a Limited Liability Company formed on December 4, 2000. The firm is registered in 9 states, including California, Georgia, Minnesota, New York, Ohio, South Carolina, Tennessee, Texas, and Washington. Cascadia Capital, LLC also has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

65

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.

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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Grant Porter’s Registration & Firm History

TX

10/19/2023 - Present

Cascadia Capital, LLC (AUSTIN TX)

NY

01/20/2022 - 05/11/2023

LINCOLN INTERNATIONAL LLC (NEW YORK NY)

NY

11/21/2020 - 01/07/2022

ERNST & YOUNG CAPITAL ADVISORS, LLC (New York NY)

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Licenses & Designations

BC

Issued 01/02/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant Porter.
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