AdvisorOS Directory
Claim Profile
Unclaimed Profile
DG

Daniel Vincent Grattan

GRATTAN FINANCIAL STRATEGIES, INC.·SAN GABRIEL, California
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record7 years registeredGRATTAN FINANCIAL STRATEGIES, INC.
8814 HUNTINGTON DRIVE, SAN GABRIEL, CA 91775-1271CRD# 4284680Firm CRD# 108449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Vincent Grattan · SAN GABRIEL, CA
Registration
CRD #4284680 · GRATTAN FINANCIAL STRATEGIES, INC. · 7 years registered
Brand Profile
Not yet started
01

Career History

GRATTAN FINANCIAL STRATEGIES, INC.
Aug 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Registration record
First registered · August 5, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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. →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN GABRIEL?

Browse all registered financial advisors in SAN GABRIEL, California or claim this profile if it's yours.

Browse SAN GABRIEL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Vincent Grattan offer?
Daniel Vincent Grattan specializes in Financial Planning, Investment Management. Contact their office in SAN GABRIEL, California for a consultation.
What are Daniel Vincent Grattan's credentials?
Daniel Vincent Grattan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Vincent Grattan located?
Daniel Vincent 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 Daniel Vincent Grattan charge for services?
Daniel Vincent 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GRATTAN FINANCIAL STRATEGIES, INC.

Chris Michael Grattan
SAN GABRIEL, CA
Georgene Marie Grattan
SAN GABRIEL, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile