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BC

Brad Croft

HAMILTON GRANT LLC
Calabasas, CA 91302
Some features on this profile are disabled
CRD#: 2927609
BC

Professional summary

Brad Croft, who also goes by Brad L Croft, Brad Lee Croft, is a registered financial professional currently at HAMILTON GRANT LLC located in Calabasas, California.

Brad is registered as a RR (Registered Representative) and started their career in finance in 1997. Brad has worked at 4 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brad L Croft | Brad Lee Croft

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brad Croft's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 2, 2024 - Present

HAMILTON GRANT LLC

Office #1: 26963 Alsace Drive, Calabasas, CA 91302
BD
CRD#: 166180
Calabasas, CA
Past

October 11, 2017 - April 30, 2024

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
SALT LAKE CITY, UT
Past

January 10, 2011 - September 9, 2016

MORGAN STANLEY

RIA
CRD#: 149777
SALT LAKE CITY, UT
Past

August 12, 2010 - September 9, 2016

MORGAN STANLEY

BD
CRD#: 149777
SALT LAKE CITY, UT
Past

April 21, 2005 - August 4, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SALT LAKE CITY, UT
Past

August 13, 1997 - August 4, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/2/2025)
RR
California
(4/2/2024)
RR
Colorado
(4/2/2024)
RR
Utah
(4/2/2024)
RR
Washington
(8/6/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/20/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/16/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/12/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/14/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HG
HAMILTON GRANT LLC
HAMILTON GRANT LLC

CRD#: 166180 / SEC#: , 8-69192

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
26963 Alsace Drive, Calabasas, CA 91302
Mailing Address
26963 Alsace Drive, Calabasas, CA 91302
Phone number
(310) 697-5259
Established
Delaware since 03/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
XEEN, LLCMEMBER
KUO, ANDREW C.MEMBER4415637
VIKHLYAEV, ALEXANDERMEMBER; MEMBER BOARD OF MANAGERS7278312
KEBETS, VADIMMEMBER6141170
KOCHAVI, DORONMEMBER1011155
LEE, BONNY SYMEMBER2486522
O'CONNELL, THOMAS MICHAELMEMBER2529442
REA, WENDY AUSTINMEMBER724857
BIZUB, DONALD MICHAELCEO1600090
COLLETT, DAVID WENDALLVP, CFO2352407
KAISER, BRADLEY CLIFFORDCCO2523397
MORRIS, JOHN MCHAIRMAN, BOARD OF MANAGERS1655987

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HAMILTON GRANT LLC

CRD#: 166180Calabasas, CA 91302

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