Zachary A. Grant
Professional summary
Zachary Alan Grant, CFP®, who also goes by Zach Grant, Zach Alan Grant, is a registered financial advisor currently at TFO FAMILY OFFICE PARTNERS located in Phoenix, Arizona.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Zachary has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Alan Grant's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2022 - Present
TFO FAMILY OFFICE PARTNERS
Office #1: 5060 North 40th Street Suite 200, Phoenix, AZ 85018October 1, 2019 - March 8, 2022
VANGUARD ADVISERS, INC.
August 29, 2016 - March 8, 2022
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
TFO FAMILY OFFICE PARTNERS
CRD#: 159440 / SEC#: 801-72840
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/23/2022)
(3/7/2022)
Exams
Current Firm
TFO FAMILY OFFICE PARTNERS
CRD#: 159440 / SEC#: 801-72840
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,939 |
| AUM (Assets Under Management) | $ 4,167,483,722 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/14/2024 | ||
| 09/20/2023 | ||
| 01/23/2023 |
Red Flags
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