John
Grant

Covingtonalsina

CRD#7723630
Investment Advisor
in Annapolis, MD

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About this Advisor

John Grant is a financial advisor based in Annapolis, Maryland, working with Covingtonalsina. John has previously held positions at Towson University, Worthington Financial Partners, Strayer Contracting, Virginia Tech, Parkside High School, St Francis De Sales, Covingtonalsina, Covingtonalsina, LLC, and Great Valley Advisor Group, Inc. John has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, John is part of Covingtonalsina, which operates out of Annapolis, Maryland. The firm has 4 employees and manages assets totaling $148.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Covingtonalsina includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

67 West Street Ste 200
Annapolis, MD 21401

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Covingtonalsina Brokerage Details

Total Assets Under Management

$148,883,390

MD Average: $6,889,882,315
Total Number of Employees

4

MD Average: 45
Total Number of Accounts

948

MD Average: 765
Average Account Size

$157,050

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Grant Work History

2023 - Present (1 year)

Covingtonalsina

2023 - Present (1 year)

Covingtonalsina, LLC

2023 - 2023 (< 1 year)

Great Valley Advisor Group, Inc

2022 - 2023 (1 year)

Worthington Financial Partners

2020 - 2022 (2 years)

Towson University

2020 - 2021 (1 year)

Strayer Contracting

2018 - 2019 (1 year)

Virginia Tech

2014 - 2018 (4 years)

Parkside High School

2010 - 2014 (4 years)

St Francis De Sales

Disclosures

Please visit the SEC profile of John Grant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Covingtonalsina

Nicole Mulea
Annapolis, MD
Gunnar Laasanen
Annapolis, MD
Ann Covington
Annapolis, MD
John Grant
Annapolis, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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