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Grant Alan Joiner

VINEYARD WEALTH GROUP, LLC·WEST TISBURY, Massachusetts
SIE, Series 7, Series 9, Series 10, Series 63, Series 66CFPClean record14 years registeredVINEYARD WEALTH GROUP, LLC
1076 STATE ROAD, WEST TISBURY, MA 02575CRD# 5287453Firm CRD# 330619

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Grant Alan Joiner · WEST TISBURY, MA
Registration
CRD #5287453 · VINEYARD WEALTH GROUP, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

VINEYARD WEALTH GROUP, LLC
Jan 2025 – present
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
Dec 2020 – Nov 2024
WEST TISBURY, MA
CHARLES SCHWAB & CO., INC.
Jul 2012 – Dec 2020
Tysons Corner, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
Series 66
Registration record
First registered · July 24, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VINEYARD WEALTH GROUP, LLC
CRD 330619 · SEC 801-131617
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Services offered by VINEYARD WEALTH GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VINEYARD WEALTH GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Grant Alan Joiner offer?
Grant Alan Joiner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST TISBURY, Massachusetts for a consultation.
What are Grant Alan Joiner's credentials?
Grant Alan Joiner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Grant Alan Joiner located?
Grant Alan Joiner is based in WEST TISBURY, Massachusetts, working with VINEYARD WEALTH GROUP, LLC. Their office serves clients in the WEST TISBURY metropolitan area and surrounding communities.
How does Grant Alan Joiner charge for services?
Grant Alan Joiner'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 VINEYARD WEALTH GROUP, LLC?
VINEYARD WEALTH GROUP, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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