Grant Colin has been an investment adviser representative at Monarch Wealth Strategies since September 2023, and is not listed among the firm’s executive officers or direct owners. Grant Colin holds a Bachelor of Arts in Economics and Minor in Spanish from the University of California, Los Angeles.
Monarch Wealth Strategies is a Santa Barbara, CA firm with $463M under management, 396 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Grant Colin is Wealth Advisor of Monarch Wealth Strategies. He has been in investment management since 2017 and has experience in investment strategies, portfolio design, and financial planning. He often guides clients through cash flow planning for retirement, tailored tax strategies, and savings options for employees and families.
Grant Colin’s longest registration is the current one, 3 years at Monarch Wealth Strategies since 2023. Before joining Monarch Wealth Strategies in 2023, Grant Colin was registered through Seia.
- Monarch Wealth StrategiesCurrent– present · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 136029
- Seia– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 108163
Professional designations
Listed by Monarch Wealth Strategies
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Grant Colin is registered as an investment adviser representative in California, since September 2023.
- CaliforniaSince 18 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 October 2019 |
| SIE | Securities Industry Essentials Examination | 14 November 2018 |
| Series 7 | General Securities Representative Examination | 13 November 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Grant S Colin
- CRD
- 6834090
- Firm
- Monarch Wealth Strategies · CRD 136029
- Office
- 6430 Sunset Blvd., Suite 1433, Los Angeles, CA 90028
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mwsus.com
Where does Grant Colin work?
Grant Colin is an investment adviser representative registered through Monarch Wealth Strategies since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Grant Colin a financial advisor?
Yes. Grant Colin has a current investment-adviser registration in California, through Monarch Wealth Strategies since September 2023.
How many years of experience does Grant Colin have?
Grant Colin has 7 years in the financial industry, since November 2018, across 2 adviser firms.
What exams has Grant Colin passed?
Grant Colin has passed 3 licensing exams: the Series 7, SIE and Series 66. The earliest, the Series 7, was passed in November 2018.
Where did Grant Colin work before Monarch Wealth Strategies?
Before Monarch Wealth Strategies, Grant Colin was registered through Seia, August 2023 to September 2023.
Where is Grant Colin based?
Grant Colin’s registered office is in Los Angeles, CA.
Is Grant Colin registered with FINRA?
No. Grant Colin has no current broker registration.
Is Grant Colin a CFP?
Monarch Wealth Strategies lists Grant Colin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Grant Colin’s record?
Search CRD 6834090 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Grant Colin’s full registration record.
