Grady
Cool

Cool Wealth Management

CRD#7121615
Investment Advisor
in Tempe, AZ

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About this Advisor

Grady Cool is a financial advisor based in Tempe, Arizona, working with Cool Wealth Management. Grady has previously held positions at Costa Vida, Rove Pest Control, Arizona State University, Gradient Analytics, Domino's, Mountain Pointe Highschool, Taco Bell, Community Assistant, Morgan Stanley, Osaic, Cool Wealth Management LLC, and The Vanguard Group, Inc. Grady has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Grady is part of Cool Wealth Management.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Office Location

398 S Mill Ave Unit 205
Tempe, AZ 85281

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Grady Cool Work History

2024 - Present (1 year)

Cool Wealth Management LLC

2023 - 2024 (1 year)

Osaic

2022 - 2023 (1 year)

Morgan Stanley

2021 - 2022 (1 year)

The Vanguard Group, Inc

2020 - 2020 (< 1 year)

Gradient Analytics

2020 - 2020 (< 1 year)

Domino'S

2019 - 2020 (1 year)

Arizona State University

2019 - 2021 (2 years)

Community Assistant

2018 - 2018 (< 1 year)

Rove Pest Control

2018 - 2018 (< 1 year)

Taco Bell

2017 - 2018 (1 year)

Costa Vida

2017 - 2021 (4 years)

Arizona State University

2014 - 2017 (3 years)

Mountain Pointe Highschool

Disclosures

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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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