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Gregory Nelson Graves

Fiscal Wisdom Wealth Management LLC

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About Gregory Nelson Graves

Gregory Nelson Graves is an investment advisor representative at Fiscal Wisdom Wealth Management LLC. Gregory has over 8 years of experience in the financial services industry. Gregory has passed the Series 6, Series 63, Series 65 and SIE exams. Gregory is registered to provide investment advice in Washington and Idaho. Fiscal Wisdom Wealth Management LLC, is a registered investment adviser with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). The firm provides investment advisory services to individuals and families, with a focus on financial planning, portfolio management, and educational seminars.

Firm Information

Gregory Graves is currently registered with Fiscal Wisdom Wealth Management LLC. Fiscal Wisdom Wealth Management LLC is a registered investment advisor based in Canton, CT. The firm provides financial planning, portfolio management for individuals, educational seminars, and other advisory services. With 13 licensed agents and 13 investment adviser representatives, Fiscal Wisdom manages over $213 million in assets for 2,064 accounts, primarily for individuals other than high-net-worth clients. The firm also acts as a solicitor to other investment advisors.
Fiscal Wisdom Wealth Management LLC

61 MAPLE AVENUE

CANTON, CT 06019

$213.79M

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor to other ia's

Solicitor to other ia's

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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other

Solicitor fees

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Gregory Graves’s Registration & Firm History

WA

11/18/2020 - Present

Fiscal Wisdom Wealth Management LLC (Bremerton WA)

WA

07/22/2015 - 05/23/2018

THRIVENT INVESTMENT MANAGEMENT INC. (Bremerton WA)

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Licenses & Designations

IA

Issued 02/17/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Nelson Graves.
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