Adam Koser has been Owner, CIO of GrandView Asset Management since May 2026, is a control person of the firm and directly owns between 25% and 50% of it.
Grandview Asset Management LLC is a Harrisburg, PA firm with $412M under management, 606 clients and 4 advisers across 6 offices, as of its June 2026 filing.
- – present · 2 yearsHarrisburg, PA · Adviser representative · Firm CRD 172357
Investment adviser representative registrations
Adam Koser is registered as an investment adviser representative in Pennsylvania, since October 2024.
- PennsylvaniaSince 3 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 86 | Research Analyst Exam - Part I Analysis Module | 5 December 2007 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 5 December 2007 |
| Series 7 | General Securities Representative Examination | 12 October 2007 |
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- General Securities Representative Examination
- Full name
- Adam Douglas Koser
- CRD
- 5412979
- Firm
- GrandView Asset Management · CRD 172357
- Role
- Owner, CIO
- Office
- 4200 CRUMS MILL ROAD, FLOOR 2, Harrisburg, PA 17112
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Koser work?
Adam Koser has been Owner, CIO of Grandview Asset Management LLC since May 2026, and is a control person of the firm.
Is Adam Koser a financial advisor?
Yes. Adam Koser has a current investment-adviser registration in Pennsylvania, through GrandView Asset Management since October 2024.
How many years of experience does Adam Koser have?
Adam Koser has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Adam Koser passed?
Adam Koser has passed 3 licensing exams: the Series 7, Series 86 and Series 87. The earliest, the Series 7, was passed in October 2007.
Where is Adam Koser based?
Adam Koser’s registered office is in Harrisburg, PA.
Is Adam Koser registered with FINRA?
No. Adam Koser has no current broker registration.
How can I verify Adam Koser’s record?
Search CRD 5412979 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Koser’s full registration record.