Grant M. Sylvester

ZERMATT WEALTH PARTNERS

Wilmington, NC 28403

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CRD#: 7826720

Professional summary

Grant Michael Sylvester is a registered financial advisor currently at ZERMATT WEALTH PARTNERS located in Wilmington, North Carolina.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. 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.

I own and operate Ashore Services LLC, a surface cleaning and pressure washing business. This business is not investment-related. I dedicate 5 hours every two weeks to this activity, and no hours are spent on it during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Michael Sylvester'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

February 6, 2025 - Present

ZERMATT WEALTH PARTNERS

Office #1: 1427 Military Cuttoff Rd Suite 206, Wilmington, NC 28403

RIA

CRD#: 105736

Wilmington, NC

Past

December 2, 2023 - December 31, 2024

ZERMATT WEALTH PARTNERS

RIA

CRD#: 105736

Raleigh, 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".

ZERMATT WEALTH PARTNERS

CRD#: 105736 / SEC#: 801-17502

RIA

Registered Investment Advisory firm - (8/18/1982 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

North Carolina
(2/6/2025)

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: 12/2/2023

Uniform Investment Adviser Law Examination

Current Firm

ZERMATT WEALTH PARTNERS

CRD#: 105736 / SEC#: 801-17502

RIA

Registered Investment Advisory firm - (8/18/1982 Approved)

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Contact information

Main Address

2251 San Diego Ave. Suite B-257, San Diego, CA 92110

Mailing Address

Phone number

(619) 491-0225

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ZERMATT WEALTH PARTNERS ADV PART 2A (3/31/2025)

WFA WEALTH MANAGERS ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	254
AUM (Assets Under Management)	$ 116,022,167

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 M. Sylvester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ZERMATT WEALTH PARTNERS

ZERMATT WEALTH PARTNERS

Primary Firm SEC Registration

ZERMATT WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2023

Current Firm

ZERMATT WEALTH PARTNERS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ZERMATT WEALTH PARTNERS

TRUST BUT VERIFY

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