Brian Thomas Mcdonald
Professional Summary
Brian Thomas Mcdonald is a registered financial advisor currently at GRANTD WEALTH, INC. located in Denver, Colorado. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Brian has worked at 9 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 3, Series 7, Series 9, Series 10, Series 4, Series 24 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
GRANTD WEALTH, INC. | MERRIWETHER INVESTMENTS, INC.
Contact Information
Main Address
1700 Lincoln Street 46th Floor, Denver, CO 80203Mailing Address
Po Box 300385, Denver, CO 80203Phone Number
(949) 416-5343# of Employees
4Documents
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/28/2026)
(7/1/2026)
(7/1/2026)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Apr 1995Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Thomas Mcdonald's CRS (Customer Relationship Summary).
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