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Scott Stewart Grace

AGR PARTNERS LLC·DAVIS, California
SIE, Series 7, Series 24, Series 79TO, Series 99TOClean recordAGR PARTNERS LLC
221 FIRST STREET, DAVIS, CA 95616CRD# 4232411Firm CRD# 283081

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Stewart Grace · DAVIS, CA
Registration
CRD #4232411 · AGR PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
AGR PARTNERS LLC
CRD 283081 · SEC 801-107370
AUM
$1.1B
Regulatory assets under management
Employees
10
8 client accounts
Services offered by AGR PARTNERS LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at AGR PARTNERS LLC →
Introduction

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04

Frequently Asked Questions

What services does Scott Stewart Grace offer?
Scott Stewart Grace specializes in Retirement Planning, Wealth Management. Contact their office in DAVIS, California for a consultation.
What are Scott Stewart Grace's credentials?
Scott Stewart Grace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Stewart Grace located?
Scott Stewart Grace is based in DAVIS, California, working with AGR PARTNERS LLC. Their office serves clients in the DAVIS metropolitan area and surrounding communities.
How does Scott Stewart Grace charge for services?
Scott Stewart Grace's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGR PARTNERS LLC?
AGR PARTNERS LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AGR PARTNERS LLC

Ejnar Arch Knudsen
CHICAGO, IL
John Stanton Goodreds
DAVIS, CA
Ryan Christopher Martinek
CHICAGO, IL

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Research
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