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Amelia B. King

GRANT WEALTH ADVISORS
GREENWICH, CT
Some features on this profile are disabled
CRD#: 4501275
AK

Professional summary

Amelia Bourdeau King, who also goes by Amelia Aaron Bourdeau, Amelia Bourdeau, is a registered financial advisor currently at GRANT WEALTH ADVISORS LLC located in Greenwich, Connecticut.

Amelia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Amelia has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amelia Aaron Bourdeau | Amelia Bourdeau

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) - RIA

Click below to view Amelia Bourdeau King'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

March 31, 2026 - Present

GRANT WEALTH ADVISORS LLC

RIA
CRD#: 339781
GREENWICH, CT
Past

February 26, 2025 - March 17, 2026

OCEANUS CAPITAL PARTNERS, LLC

RIA
CRD#: 314081
PONTE VEDRA BEACH, FL
Past

February 26, 2002 - July 6, 2005

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(3/31/2026)
IAR
New York
(3/31/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/27/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/28/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/25/2002
General Securities Representative Examination

Current Firm

GW
GRANT WEALTH ADVISORS LLC
GRANT WEALTH ADVISORS LLC

CRD#: 339781 / SEC#:

Connecticut
Registered Investment Advisory firm - (3/4/2026 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Greenwich, CT
Mailing Address
Phone number
(212) 767-9010
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

GRANT WEALTH ADVISORS LLC

CRD#: 339781Greenwich, CT

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