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Find, Compare and Monitor Financial Advisors at GRAND CAPITAL CORP.

CRD#: 39371

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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 GRAND CAPITAL CORP. Comes From

Understanding the Statistics for GRAND CAPITAL CORP. 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
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
Total
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Individuals
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HNWI
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Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Established
New York since 03/23/1995
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
HOMNICK, ELIEZER GROSSPRESIDENT, CEO, CCO, FP, GP, ROSFP, MSP, GSP,1851280
ZAHRA, STEPHEN JAMESCCO, GP, ROSFP2634339

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at GRAND CAPITAL CORP.

Dean Edwin Moberg
AdvisorCheck Check Mark

Dean Edwin Moberg

Dean Moberg
IAR
RR
CRD#: 1163869
Location:
Norwalk, CT

Registered Affiliation(s):SOUND TRUST WEALTH ADVISORS, LLC

Disclosures:
Experience:
43 years
BS
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Benjamin Cole Schamber

IAR
CRD#: 7298559
Location:
Boise, ID 83713

Registered Affiliation(s):LEGACY WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
5 years
MC
AdvisorCheck Check Mark

Michael Anthony Conticelli

IAR
CRD#: 1908676
Location:
Cape Coral, FL

Registered Affiliation(s):INTERACTIVE FINANCIAL ADVISORS

Disclosures:
Experience:
37 years
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