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Georgene Marie Grattan

GRATTAN FINANCIAL STRATEGIES, INC.·SAN GABRIEL, California
SIE, Series 4, Series 7, Series 8, Series 24, Series 27, Series 63, Series 99TO9 years registeredGRATTAN FINANCIAL STRATEGIES, INC.
8814 HUNTINGTON DRIVE, SAN GABRIEL, CA 91775-1271CRD# 1085145Firm CRD# 108449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Georgene Marie Grattan · SAN GABRIEL, CA
Registration
CRD #1085145 · GRATTAN FINANCIAL STRATEGIES, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

GRATTAN FINANCIAL STRATEGIES, INC.
Jan 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 8
Series 24
Series 27
Series 63
Series 99TO
Registration record
First registered · January 26, 2017
Years registered · 9
03

Disclosure History

2005Customer Dispute·Settled
2005Regulatory·Final
1995Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

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Frequently Asked Questions

What services does Georgene Marie Grattan offer?
Georgene Marie Grattan specializes in Financial Planning, Investment Management. Contact their office in SAN GABRIEL, California for a consultation.
What are Georgene Marie Grattan's credentials?
Georgene Marie Grattan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Georgene Marie Grattan located?
Georgene Marie 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 Georgene Marie Grattan charge for services?
Georgene Marie 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.

Chris Michael Grattan
SAN GABRIEL, CA
Daniel Vincent Grattan
SAN GABRIEL, CA

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