Robert Ared Garan
Professional Summary
Robert Ared Garan, who also goes by Bob Grand, Bob Grant, is a registered financial advisor currently at PHX FINANCIAL, INC. located in Fort Lauderdale, Florida. Robert is registered as a RR (Registered Representative) and started their career in finance in 2018. Robert has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Grand, Bob Grant
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.
Contact Information
Main Address
100 Wall Street Suite 2101, New York, NY 10005Mailing Address
100 Wall Street Suite 2101, New York, NY 10005Phone Number
(212) 776-4187Established
Florida since 12/27/2006Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
4Arbitration
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/16/2025)
(1/29/2025)
(1/3/2019)
(2/16/2025)
(2/15/2024)
(1/3/2019)
(9/13/2019)
(3/10/2022)
(2/16/2025)
(6/24/2024)
(3/31/2025)
(10/12/2022)
(2/8/2022)
(2/4/2026)
(8/14/2024)
(1/19/2024)
(2/16/2025)
(1/3/2019)
(2/3/2020)
(1/14/2023)
(1/3/2019)
(6/23/2023)
(11/14/2018)
(6/20/2023)
(7/10/2023)
(7/24/2023)
(2/22/2023)
(2/11/2026)
(8/5/2025)
(1/3/2019)
(1/3/2019)
(4/17/2024)
(5/6/2026)
(2/16/2025)
(1/3/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Robert Ared Garan's CRS (Customer Relationship Summary).
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