Robyn (. Grad
Professional summary
Robyn (white) Grad, who also goes by Robyn R White, is a registered financial advisor currently at WASHINGTON CAPITAL MANAGEMENT INC located in Seattle, Washington.
Robyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robyn has worked at 3 firms and has passed the Series 65, Series 63, Series 5, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robyn (white) Grad's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 7, 2013 - Present
WASHINGTON CAPITAL MANAGEMENT INC
Office #1: 1200 6th Ave Suite 700, Seattle, WA 98101-3123July 7, 2008 - October 8, 2013
CANTOR FITZGERALD & CO.
August 13, 1991 - July 9, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 22, 1981 - July 9, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
WASHINGTON CAPITAL MANAGEMENT INC
CRD#: 105253 / SEC#: 801-14263
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/7/2013)
(12/24/2013)
(2/12/2014)
Exams
Series 5
Date: 11/30/1981
Interest Rate Options ExaminationCurrent Firm
WASHINGTON CAPITAL MANAGEMENT INC
CRD#: 105253 / SEC#: 801-14263
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 248 |
| AUM (Assets Under Management) | $ 7,058,054,632 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/18/2024 | ||
| 02/27/2023 |
Red Flags
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