Grant L. Nichols

ROSS WEALTH GROUP

ARLINGTON, TX 76012

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CRD#: 7496066

Professional summary

Grant Lee Nichols is a registered financial advisor currently at ROSS WEALTH GROUP, LLC located in Arlington, Texas.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Grant has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

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.

Russ Ross Consultants; non-investment related; at reported business location; agent; 08/25/2025; 160 hours/month; 160 hours during securities trading hours; sale of insurance products to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Lee Nichols'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®

None

Experience

Current

September 10, 2025 - Present

ROSS WEALTH GROUP, LLC

Office #1: 1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012

RIA

CRD#: 331750

ARLINGTON, TX

Past

December 11, 2023 - May 20, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SAN ANGELO, TX

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

Texas
(9/10/2025)

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 65

Date: 3/28/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/11/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/12/2023

Securities Industry Essentials Examination

Current Firm

ROSS WEALTH GROUP, LLC

CRD#: 331750 / SEC#:

Texas

Registered Investment Advisory firm - (12/20/2024 Approved)

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Contact information

Main Address

1325 W. Randol Mill Rd. Suite 100, Arlington, TX 76012

Mailing Address

Phone number

(817) 795-7877

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Grant L. Nichols

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Lee Nichols's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROSS WEALTH GROUP, LLC

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2025

Series 7TO

Date: 12/11/2023

SIE

Date: 9/12/2023

Current Firm

ROSS WEALTH GROUP, LLC

Contact information

Documents

Red Flags

Company Information

ROSS WEALTH GROUP, LLC

TRUST BUT VERIFY

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