FIND A GRACIAN CAPITAL LLC FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at GRACIAN CAPITAL LLC
CRD#: 165698
Looking for a Financial Advisor at GRACIAN CAPITAL LLC?
We have compiled every financial advisor who works at GRACIAN CAPITAL LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for GRACIAN CAPITAL LLC Comes From
Understanding the Statistics for GRACIAN CAPITAL LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
11512 El Camino Real Suite 360, San Diego, CA 92130
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at GRACIAN CAPITAL LLC
Boris Markovich Kagarlitskiy
IAR
RR
CRD#: 5373494
Location:
University Heights, OH 44118
Company:
KEY INVESTMENT SERVICES LLC
Disclosures:
Experience:
18 years
TD
Trystan Clay Downey
IAR
CRD#: 7783114
Location:
Louisville, KY 40245
Company:
CERITY PARTNERS LLC
Disclosures:
Experience:
2 years
JT
James Hall Todd
IAR
RR
CRD#: 7170961
Location:
Tuscaloosa, AL 35406
Company:
MORGAN STANLEY
Disclosures:
Experience:
5 years
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
