Grant A. Joiner

VINEYARD WEALTH GROUP

VINEYARD HAVEN, MA 02568

Some features on this profile are disabled

CRD#: 5287453

Professional summary

Grant Alan Joiner, CFP® is a registered financial advisor currently at VINEYARD WEALTH GROUP, LLC located in Vineyard Haven, Massachusetts.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Grant has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

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.

1. 12/15/2020 - Martha's Vineyard Investment Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/01/2020 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Martha's Vineyard Investment Advisors, LLC an independent investment advisor firm. I started this business activity in 12/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Alan Joiner'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 2, 2025 - Present

VINEYARD WEALTH GROUP, LLC

Office #1: 5 Beach Street, Vineyard Haven, MA 02568

RIA

CRD#: 330619

VINEYARD HAVEN, MA

Past

December 10, 2020 - October 17, 2024

LPL FINANCIAL LLC

CRD#: 6413

WEST TISBURY, MA

Past

December 8, 2020 - November 6, 2024

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

RIA

CRD#: 291599

WEST TISBURY, MA

Past

July 24, 2012 - December 9, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Tysons Corner, VA

Past

September 2, 2011 - August 8, 2012

OPTIONSXPRESS, INC.

CRD#: 103849

PHOENIX, AZ

Past

September 24, 2007 - December 9, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Tysons Corner, VA

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

Massachusetts
(1/2/2025)

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 66

Date: 7/23/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/24/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/30/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/27/2008

General Securities Sales Supervisor - Options Module Examination

Current Firm

VINEYARD WEALTH GROUP, LLC

CRD#: 330619 / SEC#: 801-131617

RIA

Registered Investment Advisory firm - (4/28/2025 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/3/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1076 State Road, West Tisbury, MA 02575

Mailing Address

P.o. Box 411, West Tisbury, MA 02575

Phone number

(508) 696-2000

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 441,010

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.

Similar Advisors

Chantel Hue

J.P. MORGAN SECURITIES LLC

NEW YORK, NY

Andreas Heinrich

LPL ENTERPRISE, LLC

IAR

Jacksonville, FL

Zachary Seidman

PHASE LINE FINANCIAL

IAR

Arroyo Grande, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Grant A. Joiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Alan Joiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

CHARLES SCHWAB & CO., INC.

OPTIONSXPRESS, INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/2012

Series 63

Date: 9/24/2007

SIE

Date: 10/1/2018

Series 7

Date: 9/21/2007

Series 10

Date: 11/30/2008

Series 9

Date: 9/27/2008

Current Firm

VINEYARD WEALTH GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VINEYARD WEALTH GROUP, LLC

TRUST BUT VERIFY

Similar Advisors