Zoe A. Lawrence

GRANT TANI BARASH & ALTMAN

Beverly Hills, CA 90212

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CRD#: 4924063

Professional summary

Zoe Ann Lawrence is a registered financial advisor currently at GRANT TANI BARASH & ALTMAN, LLC located in Beverly Hills, California.

Zoe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Zoe has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Zoe Ann Lawrence's CRS (Customer Relationship Summary).

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 25, 2023 - Present

GRANT TANI BARASH & ALTMAN, LLC

Office #1: 9100 Wilshire Blvd Suite 1000 West, Beverly Hills, CA 90212

RIA

CRD#: 319128

Beverly Hills, CA

Past

March 11, 2005 - December 31, 2016

GRANT TANI BARASH & ALTMAN, LLC

RIA

CRD#: 131499

BEVERLY HILLS , CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRANT TANI BARASH & ALTMAN, LLC

GRANT TANI BARASH & ALTMAN LLC | GRANT TANI BARASH & ALTMAN, LLC

CRD#: 319128 / SEC#: 801-127101

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

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

California
(4/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/25/2023

Uniform Investment Adviser Law Examination

Current Firm

GRANT TANI BARASH & ALTMAN, LLC

GRANT TANI BARASH & ALTMAN LLC | GRANT TANI BARASH & ALTMAN, LLC

CRD#: 319128 / SEC#: 801-127101

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

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Contact information

Main Address

9100 Wilshire Blvd Suite 1000 West, Beverly Hills, CA 90212

Mailing Address

Po Box 5623, Beverly Hills, CA 90209-5623

Phone number

(310) 288-6267

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GTBA FORM ADV PART 2A BROCHURE 3-24-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	953
AUM (Assets Under Management)	$ 1,779,607,579

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/04/2025	Cover Page	Report
04/18/2025	Cover Page	Report
03/28/2024	Cover Page	Report

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.

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Zoe A. Lawrence

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zoe Ann Lawrence's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANT TANI BARASH & ALTMAN, LLC

GRANT TANI BARASH & ALTMAN, LLC

Primary Firm SEC Registration

GRANT TANI BARASH & ALTMAN, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2023

Current Firm

GRANT TANI BARASH & ALTMAN, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GRANT TANI BARASH & ALTMAN, LLC

TRUST BUT VERIFY

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