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Grant S Colin

Verified

Verified

Monarch Wealth Strategies

Specializations
Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
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About Grant S Colin

Grant Colin is a Financial Advisor who has been registered with the state of California. Having worked in the investment management industry since 2017, he has extensive experience in a variety of investment strategies, portfolio design, and financial planning. Grant is currently employed by Monarch Wealth Strategies, a Registered Investment Advisor with offices in Los Angeles, Santa Barbara and Santa Maria. Monarch specializes in financial planning, portfolio management, and pension consulting for individuals and businesses. Grant has worked with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans, and has an in-depth understanding of financial markets including private investments and options strategies. Grant is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and Series 66 credentials.

Firm Information

Grant Colin is currently registered with Monarch Wealth Strategies. Monarch Wealth Strategies is a registered investment advisor based in Santa Barbara, California. They have 3 licensed agents, 7 investment advisor representatives, and 6 investment advisory functions. They manage approximately $336,787,014 in assets for 925 clients. They offer financial planning and portfolio management for individuals and provide pension consulting services. Their client base includes high net worth individuals, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
Monarch Wealth Strategies

222 EAST CARILLO STREET

SANTA BARBARA, CA 93101

$336.79M

Assets Under Management

Not reported

Total Clients

10

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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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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percentage of assets

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

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Grant Colin’s Registration & Firm History

CA

09/18/2023 - Present

Monarch Wealth Strategies (Santa Barbara CA)

CA

08/29/2023 - 09/11/2023

SIGNATURE ESTATE SECURITIES, INC. (Los Angeles CA)

CA

11/13/2018 - 08/23/2023

OSAIC WEALTH, INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 10/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grant S Colin.
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