Grant W. Kinchen
Professional summary
Grant Wade Kinchen, CPWA®, who also goes by Grant W Kinchen, is a registered financial advisor currently at VENTURI PRIVATE WEALTH located in Austin, Texas.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Grant has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Grant Wade Kinchen's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018-10-29
Expire date: 2024-09-30
Experience
May 10, 2019 - Present
VENTURI PRIVATE WEALTH
Office #1: 3600 N. Capital Of Texas Hwy. Building B, Suite 200, Austin, TX 78746January 20, 2016 - May 12, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 25, 2015 - May 12, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
VENTURI PRIVATE WEALTH
CRD#: 169576 / SEC#: 801-78932
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/10/2019)
Exams
Current Firm
VENTURI PRIVATE WEALTH
CRD#: 169576 / SEC#: 801-78932
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,488 |
| AUM (Assets Under Management) | $ 3,178,913,424 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 02/03/2025 |
Red Flags
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