Grant Carey has been an investment adviser representative at Carey Consulting Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Grant Carey holds a Bachelor's degree in Finance from the University of Nevada, Reno.
Carey Consulting Wealth Management, Inc. is a San Ramon, CA firm with $223M under management, 102 clients and 2 advisers in one office, as of its February 2026 filing.
Grant Carey is an Investment Advisor at Carey Wealth Management, based in San Ramon, CA. He joined the firm in July 2025 and supports individuals and families with comprehensive financial planning needs. He completed an internship at the firm in 2023, supporting client service initiatives, reporting workflows and operational improvements.
- Carey Wealth ManagementCurrent– present · 1 yearSan Ramon, CA · Adviser representative · Firm CRD 173885
Investment adviser representative registrations
Grant Carey is registered as an investment adviser representative in California, since June 2025.
- CaliforniaSince 30 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Grant Christopher Carey
- CRD
- 8126940
- Firm
- Carey Consulting Wealth Management · CRD 173885
- Office
- 2819 CROW CANYON ROAD, SUITE 101, San Ramon, CA 94583
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Grant Carey work?
Grant Carey is an investment adviser representative registered through Carey Consulting Wealth Management, Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Grant Carey a financial advisor?
Yes. Grant Carey has a current investment-adviser registration in California, through Carey Consulting Wealth Management since June 2025.
How many years of experience does Grant Carey have?
Grant Carey has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Grant Carey passed?
Grant Carey passed the Series 65 in February 2025.
Where is Grant Carey based?
Grant Carey’s registered office is in San Ramon, CA.
Is Grant Carey registered with FINRA?
No. Grant Carey has no current broker registration.
How can I verify Grant Carey’s record?
Search CRD 8126940 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Grant Carey’s full registration record.
