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Mark Jeffrey Grant

Colliers Securities LLC

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About Mark Jeffrey Grant

Mark Jeffrey Grant is a financial advisor with Colliers Securities LLC. Mark has over 25 years of experience in the financial services industry. He is a Series 7, Series 24, Series 52TO and Series 63 licensed advisor. Mark has a strong track record of success in helping clients achieve their financial goals. Mark is also registered to offer investment advisory services in 34 states.

Firm Information

Mark Grant is currently registered with Colliers Securities LLC. Colliers Securities LLC is a Limited Liability Company formed in 1997 and headquartered in Minneapolis, Minnesota. The firm provides a wide range of advisory services, including portfolio management for individuals and selection of other advisers. With over 84 registered representatives, Colliers Securities manages approximately $262,622,768 in regulatory assets under management, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm participates in wrap fee programs and is registered with the SEC and in all 50 states plus the District of Columbia and Puerto Rico.
Colliers Securities LLC

90 SOUTH SEVENTH STREET

MINNEAPOLIS, MN 55402-4108

$262.62M

Assets Under Management

Not reported

Total Clients

73

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Mark Grant’s Registration & Firm History

ND

04/01/2022 - Present

Colliers Securities LLC (FARGO ND)

CA

01/06/2018 - 04/13/2022

B. RILEY SECURITIES, INC. (LOS ANGELES CA)

TN

01/04/2018 - 04/13/2022

B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)

FL

05/17/2002 - 01/31/2018

HILLTOP SECURITIES INC. (FORT LAUDERDALE FL)

IL

10/03/1995 - 05/17/2002

ACCESS FINANCIAL GROUP, INC. (CHICAGO IL)

NY

10/27/1994 - 10/09/1995

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

02/14/1994 - 08/19/1994

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

IL

05/04/1987 - 01/18/1994

RODMAN & RENSHAW INC. (CHICAGO IL)

NA

03/24/1975 - 04/03/1987

STERN BROTHERS & CO.

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Licenses & Designations

BC

Issued 12/13/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/1994

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/03/1982

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/1995

PC - AMEX Put and Call Exam

BC

Issued 03/15/1975

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Mark Jeffrey Grant. Review regulatory record here.
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