GE
GE

Grant a Einhorn

21 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
1,662 clients
Average Client Portfolio
$23.0M average
Assets Under Management
$38.2B

Fee Structure

Financial Planning:Investment management only
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Location

400 Howard Street, San Francisco, CA, 94105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Calamos Financial Services LLC
October 2025 - Present · 4 mos
Calamos Advisors LLC
October 2025 - Present · 4 mos
Calamos Financial Services LLCBroker
October 2025 - Present · 4 mos
Previous Registrations
Blackrock Financial Management, INC
October 2013 - October 2025 · 12 yrs
Blackrock Investments, LLCBroker
January 2012 - October 2025 · 13 yrs 9 mos
Blackrock Fund Distribution CompanyBroker
November 2009 - December 2011 · 2 yrs 1 mo
Barclays Global Investors ServicesBroker
April 2008 - December 2009 · 1 yr 8 mos
E*trade Securities LLCBroker
November 2003 - March 2008 · 4 yrs 4 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Grant A Einhorn - Financial Advisor | TrueAdvisor