Anna
N'Jie-Konte
Grid 202 Partners
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About this Advisor
Anna N'Jie-Konte is a certified financial planner who works out of Brentwood, New York. N'Jie-Konte currently works for Grid 202 Partners. N'Jie-Konte has gained experience at Chevy Chase Trust, Rbc Capital Markets, LLC, Dare To Dream Financial Planning LLC and Grid 202 LLC. N'Jie-Konte holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Colorado, Maryland, New York, North Carolina, Texas, Virginia and Washington. Grid 202 Partners is a registered investment company operating out of New York, NY. It controls $65 million in total assets across its 119 customer accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 119 accounts, just 7% are held by high-net-worth clients who have at least $1 million in investable assets. Grid 202 Partners has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and educational seminars. A financial advisor's fees are based on which services are provided. Fees charged by Grid 202 Partners most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grid 202 Partners Brokerage Details
$64,610,288
6
119
$542,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Educational seminars/workshops
Anna N'Jie-Konte Work History
Anna has been registered as a financial advisor for 0 years.*
Grid 202 LLC
Dare To Dream Financial Planning LLC
Rbc Capital Markets, LLC
Chevy Chase Trust
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anna N'Jie-Konte 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 Grid 202 Partners
Brentwood, NY
New York, NY
Washington, DC
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
