MG
Meaghan R. Grant
ROCKPORT WEALTH ADVISORS
Fairview Park, OH 44126
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CRD#: 7533766
MG
Professional summary
Meaghan R Grant is a registered financial advisor currently at ROCKPORT WEALTH ADVISORS located in Fairview Park, Ohio.
Meaghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Meaghan 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Meaghan R Grant'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
September 19, 2023 - Present
ROCKPORT WEALTH ADVISORS
Office #1: 22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126RIA
CRD#: 297122
Fairview Park, OH
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".
RW
ROCKPORT WEALTH ADVISORS
J ARNOLD WEALTH MANAGEMENT | ROCKPORT WEALTH, LLC | ROCKPORT WEALTH ADVISORS | ROCKPORT WEALTH
CRD#: 297122 / SEC#: 801-126796
RIA
Registered Investment Advisory firm - (10/27/2022 Approved)Indiana
Registered Investment Advisory firm - (11/2/2022 Terminated)Michigan
Registered Investment Advisory firm - (11/21/2022 Terminated)Ohio
Registered Investment Advisory firm - (11/1/2022 Terminated)Texas
Registered Investment Advisory firm - (11/1/2022 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
Ohio(9/19/2023)
Current Firm
RW
ROCKPORT WEALTH ADVISORS
J ARNOLD WEALTH MANAGEMENT | ROCKPORT WEALTH, LLC | ROCKPORT WEALTH ADVISORS | ROCKPORT WEALTH
CRD#: 297122 / SEC#: 801-126796
RIA
Registered Investment Advisory firm - (10/27/2022 Approved)Indiana
Registered Investment Advisory firm - (11/2/2022 Terminated)Michigan
Registered Investment Advisory firm - (11/21/2022 Terminated)Ohio
Registered Investment Advisory firm - (11/1/2022 Terminated)Texas
Registered Investment Advisory firm - (11/1/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126
Mailing Address
Phone number
(216) 226-4560
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,748 |
| AUM (Assets Under Management) | $ 568,661,117 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
