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Robyn (white) Grad

Washington Capital Management Inc.

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About Robyn (white) Grad

Robyn Grad is a registered investment advisor representative with Washington Capital Management Inc. in Seattle, Washington. Robyn has been in the securities industry since 1981. Robyn has been registered with Washington Capital Management Inc. since 2013. Robyn previously worked at CANTOR FITZGERALD & CO. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robyn holds Series 5, 7, 9, 10, 63, and 65 licenses. Robyn has experience in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Robyn Grad is currently registered with Washington Capital Management Inc.. Washington Capital Management Inc. is an investment advisor based in Seattle, Washington, with approximately $6.83 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, and pooled investment vehicles, including pension and profit-sharing plans. They also provide advisory services for charitable organizations.
Washington Capital Management Inc.

1200 6TH AVE

SEATTLE, WA 98101-3123

$6.83B

Assets Under Management

18

Total Clients

9

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Mortgage loan & servicing fees

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Robyn Grad’s Registration & Firm History

WA

02/12/2014 - Present

Washington Capital Management Inc. (SEATTLE WA)

WA

07/07/2008 - 10/08/2013

CANTOR FITZGERALD & CO. (SEATTLE WA)

WA

10/22/1981 - 07/09/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)

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Licenses & Designations

IA

Issued 12/23/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/03/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/30/1981

Series 5 - Interest Rate Options Examination

BC

Issued 10/17/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robyn (white) Grad.
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