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Ross Porter Grant

Raymond James & Associates, Inc.

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About Ross Porter Grant

Ross Porter Grant is a financial advisor at Raymond James & Associates, Inc. Ross has been in the financial industry since 1978. Ross has a long history in the financial industry and has worked with a variety of firms throughout his career. Ross holds several professional licenses including the Series 7, Series 3, Series 63, Series 65, and Series 9/10. He has a broad range of experience in portfolio management for individuals and businesses, financial planning, and investment advisory services.

Firm Information

Ross Grant is currently registered with Raymond James & Associates, Inc.. Raymond James & Associates, Inc. is a corporation headquartered in St. Petersburg, Florida, that was formed in February 1969. With a team of over 7,700 licensed agents, investment adviser representatives, and registered representatives, the firm manages over $433 billion in assets for a diverse clientele including high-net-worth individuals, corporations, insurance companies, pension plans, and charitable organizations. Raymond James offers a wide range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states and the District of Columbia.
Raymond James & Associates, Inc.

880 CARILLON PARKWAY

ST. PETERSBURG, FL 33716

$433.81B

Assets Under Management

2,313

Total Clients

6,961

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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.

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please see note in schedule d - miscellaneous

Please see note in schedule d - miscellaneous

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Ross Grant’s Registration & Firm History

MA

09/21/2023 - Present

Raymond James & Associates, Inc. (WELLESLEY HILLS MA)

MA

01/01/2008 - 10/02/2023

WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)

MA

11/18/2005 - 01/03/2008

A. G. EDWARDS & SONS, INC. (BOSTON MA)

CT

09/30/1985 - 12/13/2005

ADVEST, INC. (HARTFORD CT)

NA

03/20/1985 - 09/30/1985

BURGESS & LEITH INCORPORATED

NA

08/15/1980 - 03/19/1985

MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.

NA

11/08/1979 - 08/01/1980

E. F. HUTTON & COMPANY INC

NA

07/27/1979 - 12/31/1979

JOSEPHTHAL & CO., INCORPORATED

NA

09/05/1978 - 06/15/1979

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 12/10/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/13/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2010

Series 3 - National Commodity Futures Examination

BC

Issued 07/21/1979

Series 7 - General Securities Representative Examination

BC

Issued 08/26/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Ross Porter Grant. Review regulatory record here.
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