Grant Harney

REMOTIV / FINANCIAL SOUNDINGS

Roswell, GA

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CRD#: 7516929

Professional summary

Grant Harney is a registered financial advisor currently at REMOTIV / FINANCIAL SOUNDINGS located in Roswell, Georgia.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Grant has worked at 1 firm and has passed the Series 65 exam.

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.

- LocateNow - Not investment-related - 1140 Spring Street NW, Atlanta GA 30309 - Real Estate - Partner - Partner - 03/2024 - 20 hours a month - 0 - Real Estate services in relation to rental properties. We help people find properties to rent that suit their needs, and get paid from the incentive programs of property management companies of those rental properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Harney'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

May 19, 2022 - Present

REMOTIV / FINANCIAL SOUNDINGS

RIA

CRD#: 146082

Roswell, 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".

REMOTIV / FINANCIAL SOUNDINGS

CRD#: 146082 / SEC#: 801-69584

RIA

Registered Investment Advisory firm - (9/19/2008 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.

Highlighted states indicate IAR registrations

IAR

Florida
(5/19/2022)

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: 5/2/2022

Uniform Investment Adviser Law Examination

Current Firm

REMOTIV / FINANCIAL SOUNDINGS

CRD#: 146082 / SEC#: 801-69584

RIA

Registered Investment Advisory firm - (9/19/2008 Approved)

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Contact information

Main Address

3350 Virginia Street 2nd Floor, Coconut Grove, FL 33133-5336

Mailing Address

Phone number

(786) 697-0839

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REMOTIV LLC BROCHURE FOR FINANCIAL INSTITUTIONS 2025 (3/27/2025)

REMOTIV LLC BROCHURE FOR INDIVIDUAL RETIREMENT ACCOUNT HOLDERS 2025 (3/27/2025)

REMOTIV LLC BROCHURE FOR INDIVIDUALS UNDER A RETIREMENT PLAN (3/27/2025)

REMOTIV LLC BROCHURE FOR RETIREMENT PLAN FIDUCIARIES 2025 (3/27/2025)

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.

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Grant Harney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

REMOTIV / FINANCIAL SOUNDINGS

Primary Firm SEC Registration

REMOTIV / FINANCIAL SOUNDINGS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2022

Current Firm

REMOTIV / FINANCIAL SOUNDINGS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

REMOTIV / FINANCIAL SOUNDINGS

TRUST BUT VERIFY

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