RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
2yrs
Based in Beverly Hills, California, Grant Berman is a fiduciary financial advisor with 2 years of industry experience. Grant has been with Raymond James & Associates since 2024. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office9595 Wilshire Blvd. Suite 801 And 200, Beverly Hills, CA 90212
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowRaymond James & Associates, Inc.Current firm
Contact Grant
Local office(310) 285-4505Ask for Grant. (727) 567-1000Main office · St. Petersburg, FL 9595 Wilshire Blvd. Suite 801 And 200Beverly Hills, CA 90212Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask Grant
Tailored to Grant’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Grant
How do I contact Grant?
Call Grant’s local office at (310) 285-4505 or the Raymond James & Associates main office at (727) 567-1000, and ask for Grant Berman.
How long has Grant been a financial advisor?
Grant has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Grant hold?
Series 66. Tap any license on this page to see what it allows.
Is Grant a fiduciary?
Grant is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grant paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Grant for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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