Cullen G. Graves

GRIDLINE

Atlanta, GA 30309

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CRD#: 6484553

Professional summary

Cullen Gillespie Graves is a registered financial advisor currently at GRIDLINE located in Atlanta, Georgia.

Cullen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Cullen has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cullen Gillespie Graves'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

November 4, 2025 - Present

GRIDLINE

Office #1: 10 10th St Nw Suite 160, Atlanta, GA 30309

RIA

CRD#: 317336

Atlanta, GA

Past

November 30, 2018 - July 10, 2025

BARON CAPITAL, INC.

CRD#: 10538

NEW YORK, NY

Past

May 26, 2016 - October 4, 2018

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

May 23, 2016 - October 4, 2018

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

November 17, 2015 - April 7, 2016

WADDELL & REED

RIA

CRD#: 866

ATLANTA, GA

Past

September 24, 2015 - April 7, 2016

WADDELL & REED

CRD#: 866

ATLANTA, GA

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

Georgia
(11/4/2025)

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: 11/12/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/2015

General Securities Representative Examination

Current Firm

GRIDLINE

GRIDLINE | GRIDLINE ADVISORS, LLC

CRD#: 317336 / SEC#:

Georgia

Registered Investment Advisory firm - (2/23/2024 Approved)

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Contact information

Main Address

10 10th St Nw Suite 160, Atlanta, GA 30309

Mailing Address

Phone number

(470) 795-0282

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 106,839,857

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Cullen G. Graves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cullen Gillespie Graves's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRIDLINE

BARON CAPITAL, INC.

MORGAN STANLEY

MORGAN STANLEY

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/12/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/24/2015

Current Firm

GRIDLINE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRIDLINE

TRUST BUT VERIFY

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