Kent M. Grealish
Professional summary
Kent Michael Grealish, AIF®, CFP® is a registered financial advisor currently at GREALISH INVESTMENT COUNSELING LLC located in San Mateo, California.
Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Kent has worked at 6 firms and has passed the Series 63, Series 5, PC and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kent Michael Grealish's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1978
Experience
July 19, 2024 - Present
GREALISH INVESTMENT COUNSELING LLC
Office #1: 1710 South Amphlett Blvd Suite 117, San Mateo, CA 94402-2704January 2, 2014 - January 9, 2024
CGN ADVISORS, LLC
July 5, 2005 - January 9, 2014
QUACERA, LLC
November 2, 1998 - January 29, 2004
MORGAN STANLEY DW INC.
February 24, 1978 - January 29, 2004
MORGAN STANLEY DW INC.
April 2, 1974 - February 24, 1978
DEAN WITTER & CO. INCORPORATED
September 20, 1973 - March 13, 1974
PROTECTED INVESTORS OF AMERICA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/19/2024)
Exams
Series 5
Date: 12/11/1982
Interest Rate Options ExaminationPC
Date: 2/6/1979
AMEX Put and Call ExamSeries 1
Date: 9/17/1973
Registered Representative ExaminationCurrent Firm
GREALISH INVESTMENT COUNSELING LLC
CRD#: 299728 / SEC#:
Contact information
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