Brian T. 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 63, Series 99TO, SIE, Series 3, Series 7, Series 9, Series 10, Series 4, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Thomas Mcdonald's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 28, 2026 - Present
GRANTD WEALTH, INC.
Office #1: 1700 Lincoln Street 46th Floor, Denver, CO 80203December 13, 2022 - November 14, 2023
AFS SECURITIES, LLC
March 22, 2021 - September 5, 2023
E*TRADE SECURITIES LLC
November 15, 2018 - February 12, 2025
MORGAN STANLEY
March 21, 2012 - December 11, 2014
OPTIONSXPRESS, INC.
July 24, 2007 - December 7, 2007
CYBERTRADER, INC.
July 15, 1993 - December 7, 2017
CHARLES SCHWAB & CO., INC.
April 26, 1993 - July 8, 1993
LEHMAN BROTHERS INC.
October 9, 1992 - January 19, 1993
HIBBARD BROWN & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/28/2026)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 8
Date: 4/26/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
GRANTD WEALTH, INC.
CRD#: 340110 / SEC#:
Contact information
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