Grant A. Palmer

WAYPOINT WEALTH MANAGEMENT

Timonium, MD 21093

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CRD#: 6956085

Professional summary

Grant Alexander Palmer IV, CFP®, who also goes by Grant Palmer, is a registered financial advisor currently at WAYPOINT WEALTH MANAGEMENT located in Timonium, Maryland.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Grant has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Grant Palmer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Alexander Palmer IV'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

October 1, 2020 - Present

WAYPOINT WEALTH MANAGEMENT

Office #1: 9515 Deereco Road Suite 604, Timonium, MD 21093

RIA

CRD#: 155574

Timonium, MD

Past

August 29, 2018 - September 3, 2020

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

CHARLOTTE, NC

Past

July 18, 2018 - September 3, 2020

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

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".

WAYPOINT WEALTH MANAGEMENT

CALLAN & PALMER FINANCIAL ADVISORS, LLC | WAYPOINT WEALTH MANAGEMENT, LLC | WAYPOINT WEALTH MANAGEMENT

CRD#: 155574 / SEC#: 801-110641

RIA

Registered Investment Advisory firm - (5/31/2017 Approved)

Maryland

Registered Investment Advisory firm - (6/23/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Maryland
(10/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/31/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2018

General Securities Representative Examination

Current Firm

WAYPOINT WEALTH MANAGEMENT

CALLAN & PALMER FINANCIAL ADVISORS, LLC | WAYPOINT WEALTH MANAGEMENT, LLC | WAYPOINT WEALTH MANAGEMENT

CRD#: 155574 / SEC#: 801-110641

RIA

Registered Investment Advisory firm - (5/31/2017 Approved)

Maryland

Registered Investment Advisory firm - (6/23/2017 Terminated)

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Contact information

Main Address

9515 Deereco Road Suite 604, Timonium, MD 21093

Mailing Address

Phone number

(410) 561-3994

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAYPOINT WEALTH MANAGEMENT LLC FORM ADV PART 2 (2/18/2025)

Regulatory assets under management

Total Number of Accounts	547
AUM (Assets Under Management)	$ 209,069,908

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.

Contact information

(xxx) xxx-xxxx

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Grant A. Palmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Alexander Palmer IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAYPOINT WEALTH MANAGEMENT

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

WAYPOINT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/18/2018

Current Firm

WAYPOINT WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAYPOINT WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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