KG
Kyle E. Grandstaff
COLTON GROOME FINANCIAL ADVISORS
Atlanta, GA
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CRD#: 6828864
KG
Professional summary
Kyle Edgar Grandstaff, who also goes by Kyle Grandstaff, is a registered financial advisor currently at COLTON GROOME FINANCIAL ADVISORS, LLC located in Atlanta, Georgia.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kyle has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 79 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Grandstaff
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.
1)12/04/2023 - Healy Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2023 - 160 Hr/Mth 2) 12/19/2023 - IFG Advisory LLC - Investment Related - At Reported Business location(s) - Registered Investment Advisor - IAR - Started: 10/2/2023 - 160 Hrs/mo During Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Edgar Grandstaff'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®
NoneExperience
Current
September 23, 2025 - Present
COLTON GROOME FINANCIAL ADVISORS, LLC
RIA
CRD#: 128365
Atlanta, GA
Past
December 15, 2023 - August 11, 2025
IFG ADVISORY, LLC
RIA
CRD#: 168012
ATLANTA, GA
Past
December 7, 2023 - August 21, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
ATLANTA, GA
Past
July 6, 2022 - September 25, 2023
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
ATLANTA, GA
Past
August 21, 2017 - May 31, 2022
TRUIST SECURITIES, INC.
BD
CRD#: 6271
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CG
COLTON GROOME FINANCIAL ADVISORS, LLC
CG ADVISORY SERVICES, L.L.C. | COLTON GROOME FINANCIAL ADVISORS, LLC
CRD#: 128365 / SEC#: 801-113274
RIA
Registered Investment Advisory firm - (5/23/2018 Approved)Nevada
Registered Investment Advisory firm - (10/26/2009 Terminated)North Carolina
Registered Investment Advisory firm - (6/1/2018 Terminated)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(10/14/2025)
IAR
North Carolina(9/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CG
COLTON GROOME FINANCIAL ADVISORS, LLC
CG ADVISORY SERVICES, L.L.C. | COLTON GROOME FINANCIAL ADVISORS, LLC
CRD#: 128365 / SEC#: 801-113274
RIA
Registered Investment Advisory firm - (5/23/2018 Approved)Nevada
Registered Investment Advisory firm - (10/26/2009 Terminated)North Carolina
Registered Investment Advisory firm - (6/1/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1127-b Hendersonville Road, Asheville, NC 28803
Mailing Address
Phone number
(828) 252-1816
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 946 |
| AUM (Assets Under Management) | $ 444,012,621 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2024 | ||
| 11/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
