Gary Kephart has been an investment adviser representative at GrandView Asset Management since November 2020, and is not listed among the firm’s executive officers or direct owners.
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.
Gary Kephart’s longest registration was 9 years at Morgan Stanley (2011–2020). Before joining GrandView Asset Management in 2020, Gary Kephart was registered through Morgan Stanley.
- – present · 5 yearsHarrisburg, PA · Adviser representative · Firm CRD 172357
- Morgan Stanley– · 9 yearsCamp Hill, PA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Gary Kephart is registered as an investment adviser representative in Pennsylvania, since November 2020.
- PennsylvaniaSince 3 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 28 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 October 2004 |
| Series 15 | Foreign Currency Options Examination | 31 January 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 August 1983 |
| Series 5 | Interest Rate Options Examination | 17 October 1981 |
| PC | AMEX Put and Call Exam | 24 June 1977 |
| Series 1 | Registered Representative Examination | 4 June 1962 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Foreign Currency Options Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Interest Rate Options Examination
- Name
- AMEX Put and Call Exam
- Name
- Registered Representative Examination
- Full name
- Gary Gale Kephart
- CRD
- 268215
- Firm
- GrandView Asset Management · CRD 172357
- Office
- 4200 CRUMS MILL ROAD, FLOOR 2, Harrisburg, PA 17112
- Registration
- Investment adviser registration
- In the industry since
- June 1962
- Disciplinary history
- Not yet shown here · SEC record
Where does Gary Kephart work?
Gary Kephart is an investment adviser representative registered through Grandview Asset Management LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Gary Kephart a financial advisor?
Yes. Gary Kephart has a current investment-adviser registration in Pennsylvania, through GrandView Asset Management since November 2020.
How many years of experience does Gary Kephart have?
Gary Kephart has 64 years in the financial industry, since June 1962, across 2 adviser firms.
What exams has Gary Kephart passed?
Gary Kephart has passed 7 licensing exams: the Series 1, PC, Series 5, Series 63, Series 15, Series 65 and Series 7TO. The earliest, the Series 1, was passed in June 1962. FINRA credited Gary Kephart with the SIE, which began in October 2018.
Where is Gary Kephart based?
Gary Kephart’s registered office is in Harrisburg, PA.
Is Gary Kephart registered with FINRA?
No. Gary Kephart has no current broker registration.
How can I verify Gary Kephart’s record?
Search CRD 268215 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Kephart’s full registration record.