Grant Stephen Bledsoe
AIF®, CFA, CFP®Professional Summary
Grant Stephen Bledsoe, AIF®, CFA, CFP® is a registered financial advisor currently at THREE OAKS WEALTH located in Gold River, California. Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Grant has worked at 2 firms and has passed the Series 63, 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
Who I Serve
Services Offered
- Business Services
- Investment Management
- Financial Planning
- Retirement Planning
Biography
Grant started working in the financial services industry in 2007. Prior to founding Three Oaks Capital Management in 2014, Grant was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Grant is a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. He is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. Grant's focus through Three Oaks Capital Management is on helping his...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
THREE OAKS CAPITAL MANAGEMENT | THREE OAKS WEALTH | THREE OAKS CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
2377 Gold Meadow Way Suite 220, Gold River, CA 95670Phone Number
(916) 318-4849# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
343AUM (Assets Under Management)
$100,005,394Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
THREE OAKS CAPITAL MANAGEMENT | THREE OAKS WEALTH | THREE OAKS CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(4/7/2017)
(6/5/2014)
(4/11/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Grant Stephen Bledsoe's CRS (Customer Relationship Summary).
Services Offered by Grant
- Business Services
- Investment Management
- Financial Planning
- Retirement Planning
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