AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
ND

Neal M. Debonte

GRANT WILLIAMS L.P.
Philadelphia, PA 19103
Some features on this profile are disabled
CRD#: 1943299
ND

Professional summary


Neal Michael Debonte, who also goes by Neal Debonte, is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.

Neal is registered as a RR (Registered Representative) and started their career in finance in 1992. Neal has worked at 16 firms and has passed the Series 63, SIE, Series 52 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Neal Debonte

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Neal Michael Debonte's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 18, 2024 - Present

GRANT WILLIAMS L.P.

Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103
BD
CRD#: 45961
Philadelphia, PA
Past

April 9, 2018 - April 27, 2020

ROOSEVELT & CROSS, INCORPORATED

BD
CRD#: 6964
NEW YORK, NY
Past

November 1, 2016 - April 4, 2018

BLAYLOCK VAN, LLC

BD
CRD#: 145317
NEW YORK, NY
Past

November 23, 2015 - July 19, 2016

FIRST EMPIRE SECURITIES, INC.

BD
CRD#: 15129
Chatham, NJ
Past

October 9, 2012 - June 20, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
ST. PETERSBURG, FL
Past

October 14, 2011 - October 9, 2015

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
NEW YORK, NY
Past

February 23, 2010 - September 1, 2011

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

June 5, 2009 - February 11, 2010

INSPEREX LLC

BD
CRD#: 101420
BOCA RATON, FL
Past

January 8, 2009 - June 2, 2009

PORTIGON SECURITIES INC.

BD
CRD#: 10050
NEW YORK, NY
Past

October 17, 2006 - April 3, 2007

PORTIGON SECURITIES INC.

BD
CRD#: 10050
NEW YORK, NY
Past

October 7, 2003 - July 8, 2004

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

June 14, 1999 - February 20, 2003

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL
Past

September 2, 1998 - June 1, 1999

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
PITTSBURGH, PA
Past

November 12, 1997 - March 19, 1998

FIRST OF AMERICA SECURITIES, INC.

BD
CRD#: 36568
KALAMAZOO, MI
Past

January 27, 1997 - February 4, 1997

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

May 19, 1992 - January 4, 1997

SCOTT & STRINGFELLOW, INC.

BD
CRD#: 3309
RICHMOND, VA
Past

February 24, 1992 - April 29, 1992

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/5/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


GW
GRANT WILLIAMS L.P.
GRANT WILLIAMS L.P. | GWLP

CRD#: 45961 / SEC#: , 8-51249

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103
Mailing Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103
Phone number
(215) 432-7579
Established
Pennsylvania since 06/26/1998
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
PORTFOLIO SOLUTIONS LLCSHAREHOLDER
GRANT, STEVEN TAYLORPRESIDENT, CEO, CCO, CFO826826
GRW, INC.GENERAL PARTNER

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GRANT WILLIAMS L.P.

CRD#: 45961Philadelphia, PA 19103

TRUST BUT VERIFY

Monitor Neal Debonte

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Paul B Mullen
Paul MullenAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Horsham, PA
Boris Niko
Boris NikoAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Feasterville, PA
Dustin Michael Willing
Dustin WillingAdvisorCheck Check Mark
KESTRA ADVISORY SERVICES, LLC
IAR
RR
Wayne, PA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics