Terence Robert Grant
Professional Summary
Terence Robert Grant, who also goes by Terry Grant, is a registered financial advisor currently at MARATHON CAPITAL MARKETS, LLC located in San Francisco, California. Terence is registered as a RR (Registered Representative) and started their career in finance in 1998. Terence has worked at 2 firms and has passed the Series 63, Series 65, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Terry Grant
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
GOLDEN FORTUNES SECURITIES, INC. | MARATHON CAPITAL MARKETS, LLC | MARATHON CAPITAL MARKETS, INC. | MARATHON CAPITAL | MADISON MERCHANT PARTNERS, INC.
Contact Information
Main Address
200 W. Madison Street Suite 3700, Chicago, IL 60606Mailing Address
200 W. Madison Street Suite 3700, Chicago, IL 60606Phone Number
(312) 989-1350Established
Delaware since 01/01/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (45 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(12/26/2008)
(1/27/2026)
(12/26/2008)
(12/1/2025)
(1/15/2026)
(9/4/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Terence Robert Grant's CRS (Customer Relationship Summary).
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