GRANT GOTTDINER is an investment adviser representative (IAR) with state registration records since 2022, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-05-08 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-04-21 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-07-31 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-06-13 | 2024-05-22 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-11-17 | 2023-05-16 | — |