Unclaimed Profile

Grant Alexander Palmer

WAYPOINT WEALTH MANAGEMENT, LLC·TIMONIUM, Maryland

Series 6, Series 7, Series 9, Series 10, Series 63, Series 65Clean record25 years registeredWAYPOINT WEALTH MANAGEMENT, LLC

9515 DEERECO ROAD, TIMONIUM, MD 21093CRD# 2807445Firm CRD# 155574

Profile Verification

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

Identity

Grant Alexander Palmer · TIMONIUM, MD

Registration

CRD #2807445 · WAYPOINT WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

MARINER

Apr 2026 – present

WAYPOINT WEALTH MANAGEMENT

Jan 2011 – Apr 2026

MILLSBORO, DE

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jan 2011

HUNT VALLEY, MD

RAYMOND JAMES FINANCIAL SERVICES

Dec 2004 – Jan 2009

COCKEYSVILLE, MD

API FINANCIAL PLANNING SERVICES INC

Jan 2001 – Jun 2007

COCKEYSVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYPOINT WEALTH MANAGEMENT, LLC

CRD 155574 · SEC 801-110641

AUM

$194M

Regulatory assets under management

Employees

549 client accounts

Services offered by WAYPOINT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAYPOINT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Grant Alexander Palmer offer?

Grant Alexander Palmer specializes in Financial Planning, Investment Management. Contact their office in TIMONIUM, Maryland for a consultation.

What are Grant Alexander Palmer's credentials?

Grant Alexander Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Grant Alexander Palmer located?

Grant Alexander Palmer is based in TIMONIUM, Maryland, working with WAYPOINT WEALTH MANAGEMENT, LLC. Their office serves clients in the TIMONIUM metropolitan area and surrounding communities.

How does Grant Alexander Palmer charge for services?

Grant Alexander Palmer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAYPOINT WEALTH MANAGEMENT, LLC?

WAYPOINT WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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