Megan T. Grandmaison
ROBERTSON STEPHENS | Client Service Associate
South KIngstown, RI 02879
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CRD#: 7016974
Professional summary
Megan Theresa Grandmaison is a registered financial advisor currently at ROBERTSON STEPHENS located in South Kingstown, Rhode Island and ROBERTSON STEPHENS CAPITAL MARKETS, LLC located in South Kingstown, Rhode Island.
Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Megan has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Biography
Megan Grandmaison is the Client Service Associate at The Nulman Group. Megan leads our team throughout all stages of client service engagement. This includes assisting clients with new accounts, money movement, operations, charitable gifting, and family office services. With over ten years of experience in customer service and more than five years of entrepreneurial experience, Megan brings a well-crafted skill set to the team rich in client relationship and organizational practices. Before joining The Nulman Group, Megan was a small business consultant helping local businesses reach their full potential through business development, human resources, and marketing.
Megan graduated summa cum laude from Johnson & Wales University with a Bachelor of Science degree in Entrepreneurship before earning a Master of Business Administration degree from the University of Rhode Island. She holds her General Securities Representative License (Series 7), Uniform Securities Agent State Law Exam (Series 63) license and the Uniform Investment Advisor Law Exam (Series 65) license.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.) Robertson Stephens Wealth Management, LLC; Yes; 455 Market St Ste 1450, San Francisco, CA 94105; Affiliated RIA; Vice President, Client Service; October 2025; 165; 132; Client Service 2.) Robertson Stephens Capital Markets, LLC; Yes; 50 S County Commons Way Unit E6, South Kingstown, RI 02879; Broker Dealer; Vice President, Client Service ; October 2025; 9, 9; Client Service
CRS (Client Relationship Summary) - RIA
Click below to view Megan Theresa Grandmaison'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
October 8, 2025 - Present
ROBERTSON STEPHENS
Office #1: 50 South County Commons Way, Unit E6, South Kingstown, RI 02879RIA
CRD#: 289977
South KIngstown, RI
Current
October 8, 2025 - Present
ROBERTSON STEPHENS CAPITAL MARKETS, LLC
Office #1: 50 South County Commons Way E6, South Kingstown, RI 02879BD
CRD#: 290635
South Kingstown, RI
Past
February 11, 2019 - September 30, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
PROVIDENCE, RI
Past
December 6, 2018 - September 30, 2025
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
PROVIDENCE, RI
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".
RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
CRD#: 289977 / SEC#: 801-111814
RIA
Registered Investment Advisory firm - (10/11/2017 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Rhode Island(10/8/2025)
IAR
Rhode Island(10/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/6/2018
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
CRD#: 289977 / SEC#: 801-111814
RIA
Registered Investment Advisory firm - (10/11/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
455 Market Street Ste. 1450, San Francisco, CA 94105-2442
Mailing Address
Phone number
(415) 500-6810
Established
Firm type
Fiscal year end
# of Employees
113
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,419 |
| AUM (Assets Under Management) | $ 7,139,384,497 |
Red Flags
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Company Information
ROBERTSON STEPHENS
Client Service AssociateCRD#: 289977South Kingstown, RI 02879TRUST BUT VERIFY
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