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Chris Michael Grattan

GRATTAN FINANCIAL STRATEGIES, INC.·SAN GABRIEL, California
SIE, Series 7, Series 24, Series 63Clean recordGRATTAN FINANCIAL STRATEGIES, INC.
8814 HUNTINGTON DRIVE, SAN GABRIEL, CA 91775-1271CRD# 2903668Firm CRD# 108449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chris Michael Grattan · SAN GABRIEL, CA
Registration
CRD #2903668 · GRATTAN FINANCIAL STRATEGIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GRATTAN FINANCIAL STRATEGIES, INC.
CRD 108449 · SEC 801-55656
AUM
$278M
Regulatory assets under management
Employees
3
348 client accounts
Services offered by GRATTAN FINANCIAL STRATEGIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GRATTAN FINANCIAL STRATEGIES, INC. →
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Frequently Asked Questions

What services does Chris Michael Grattan offer?
Chris Michael Grattan specializes in Financial Planning, Investment Management. Contact their office in SAN GABRIEL, California for a consultation.
What are Chris Michael Grattan's credentials?
Chris Michael Grattan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chris Michael Grattan located?
Chris Michael Grattan is based in SAN GABRIEL, California, working with GRATTAN FINANCIAL STRATEGIES, INC.. Their office serves clients in the SAN GABRIEL metropolitan area and surrounding communities.
How does Chris Michael Grattan charge for services?
Chris Michael Grattan's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRATTAN FINANCIAL STRATEGIES, INC.?
GRATTAN FINANCIAL STRATEGIES, INC. has approximately 3 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRATTAN FINANCIAL STRATEGIES, INC.

Daniel Vincent Grattan
SAN GABRIEL, CA
Georgene Marie Grattan
SAN GABRIEL, CA

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