Unclaimed Profile

Brent Kenneth Donovan

GRANT TANI BARASH & ALTMAN, LLC·BEVERLY HILLS, California

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record20 years registeredGRANT TANI BARASH & ALTMAN, LLC

9100 WILSHIRE BLVD, BEVERLY HILLS, CA 90212CRD# 3244063Firm CRD# 319128

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Kenneth Donovan · BEVERLY HILLS, CA

Registration

CRD #3244063 · GRANT TANI BARASH & ALTMAN, LLC · 20 years registered

Brand Profile

Not yet started

Career History

GRANT TANI BARASH & ALTMAN, LLC

Oct 2023 – present

GENEOS WEALTH MANAGEMENT, INC.

Jan 2013 – Oct 2023

LA CANADA FLINTRIDGE, CA

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Feb 2007 – Apr 2011

GLENWOOD SPRINGS, CO

MORGAN STANLEY

Aug 2006 – Oct 2006

LUTHERVILLE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · August 7, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRANT TANI BARASH & ALTMAN, LLC

CRD 319128 · SEC 801-127101

AUM

$1.7B

Regulatory assets under management

Employees

928 client accounts

Services offered by GRANT TANI BARASH & ALTMAN, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GRANT TANI BARASH & ALTMAN, LLC →

Introduction

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Frequently Asked Questions

What services does Brent Kenneth Donovan offer?

Brent Kenneth Donovan specializes in Investment Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are Brent Kenneth Donovan's credentials?

Brent Kenneth Donovan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Kenneth Donovan located?

Brent Kenneth Donovan is based in BEVERLY HILLS, California, working with GRANT TANI BARASH & ALTMAN, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Brent Kenneth Donovan charge for services?

Brent Kenneth Donovan's firm is compensated through other: bundled fees for all business management services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRANT TANI BARASH & ALTMAN, LLC?

GRANT TANI BARASH & ALTMAN, LLC has approximately 86 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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