A complete list of active advisors currently associated with Grand Central Investment Group, LLC
Warmer can help you find a great advisor at Grand Central Investment Group, LLC or one who fits your needs even better.
Grand Central Investment Group, LLC provides portfolio management, financial planning, and consulting services to individuals (including high-net-worth clients), trusts, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary management and delivers most advisory services through a bundled wrap-fee program while also serving clients outside the wrap arrangement on a consulting/transaction-fee basis. The firm follows a top‑down investment process that begins with asset allocation across stocks, bonds, and cash and then emphasizes a core holding of dividend-paying equities split between higher-yield payers and dividend-growth names. Investment decisions combine fundamental screening (valuation, dividend growth, and other financial metrics) with technical tools such as point-and-figure charting, and portfolios may include ETFs, fixed income, and alternative investments as appropriate to client risk and tax considerations. Compared with peers, the firm is notable for sponsoring its own wrap-fee program while maintaining a separate consulting offering for legacy or concentrated positions that uses transaction-based fees and may create different cost incentives. The firm’s most recent ADV filing was an “other-than-annual” amendment disclosing a change in ownership and updates to business and fee disclosures, and the brochure directs readers to Part 2B for any supervised-person disciplinary information.
To learn more about the advisors currently working at Grand Central Investment Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Grand Central Investment Group, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Montreat, NC
| 27
| |
Tampa, FL
| 27
| |
Tampa, FL
| 13
|
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