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GC

Grant S. Colin

MONARCH WEALTH STRATEGIES
Los Angeles, CA 90028
Some features on this profile are disabled
CRD#: 6834090
GC

Professional summary

Grant S Colin, who also goes by Grant Sidney Colin, Grant Colin, is a registered financial advisor currently at MONARCH WEALTH STRATEGIES located in Los Angeles, California.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Grant has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Grant Sidney Colin | Grant Colin

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. SIGNATURE ESTATE AND INVESTMENT ADVISORS POSITION: Registered Associate NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 08/13/2018 ADDRESS: 2121 Avenue of the Stars #1600, Los Angeles CA 90067, United States DESCRIPTION: RIA Service

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant S Colin's CRS (Customer Relationship Summary).
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

September 18, 2023 - Present

MONARCH WEALTH STRATEGIES

Office #1: 6430 Sunset Blvd., Suite 1433, Los Angeles, CA 90028
RIA
CRD#: 136029
Los Angeles, CA
Past

August 29, 2023 - September 11, 2023

SEIA

RIA
CRD#: 108163
LOS ANGELES, CA
Past

August 29, 2023 - September 11, 2023

SIGNATURE ESTATE SECURITIES, LLC

BD
CRD#: 18923
Los Angeles, CA
Past

November 13, 2018 - August 23, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
LOS ANGELES, CA

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".
MW
MONARCH WEALTH STRATEGIES
MAY WEALTH MANAGEMENT GROUP | MONARCH WEALTH STRATEGIES | MAY, SHERI LYNN

CRD#: 136029 / SEC#: 801-118775

RIA
Registered Investment Advisory firm - (5/22/2020 Approved)
California
Registered Investment Advisory firm - (10/6/2020 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
California
(9/18/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/14/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/13/2018
General Securities Representative Examination

Current Firm

MW
MONARCH WEALTH STRATEGIES
MAY WEALTH MANAGEMENT GROUP | MONARCH WEALTH STRATEGIES | MAY, SHERI LYNN

CRD#: 136029 / SEC#: 801-118775

RIA
Registered Investment Advisory firm - (5/22/2020 Approved)
California
Registered Investment Advisory firm - (10/6/2020 Terminated)
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Contact information

Main Address
222 East Carillo Street Suite 208, Santa Barbara, CA 93101
Mailing Address
Phone number
(805) 564-0800
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MONARCH WEALTH STRATEGIES PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts976
AUM (Assets Under Management)$ 434,765,478

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.

Company Information

MONARCH WEALTH STRATEGIES

CRD#: 136029Los Angeles, CA 90028

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