TG
Thomas B. Grealish
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
PITTSBURGH, PA 15222
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CRD#: 2802223
TG
Professional summary
Thomas Brian Grealish, who also goes by Thomas B Grealish, is a registered financial advisor currently at HENDERSON BROTHERS FINANCIAL PARTNERS LLC located in Pittsburgh, Pennsylvania and LPL FINANCIAL LLC located in Pittsburgh, Pennsylvania.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Thomas has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thomas B Grealish
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.
1. 10/20/2005 - Henderson Brothers Retirement Plan Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/18/2008 - Thomas B. Grealish - Investment Related - 5801 North Ocean Blvd Unit 207, Ocean Ridge, FL 33435 - Real Estate Rental - Time Spent 0% - This is a second home. 3. 6/9/2009 - Henderson Brothers Inc. - Investment Related - At Reported Business Location(s) - Insurance Agency - Time Spent 95% - PRESIDENT OF AN INDEPENDENT INSURANCE AGENCY THAT HANDLES P&C, BENEFITS, LIFE, PERSONAL LINES AND RETIREMENT 4. 10/19/2015 - HB Retirement LLC - Investment Related - 920 Fort Duquesne Blvd, Pittsburgh, PA 15222 - DBA for LPL Business (entity for LPL business) - Started 01/03/2014 - 10 Hours Per Month During Securities Trading. 5. 5/9/2016 - T and DG LLC - Not Investment Related - 920 Fort Duquesne Blvd, Pittsburgh, PA 15222 - Business Entity For Tax/Investment Purposes Only - Started 01/01/2007 - 0 Hours Per Month. 6) 08/17/2016 - AuditPro Solutions LLC - Not Investment Related - business owner - At Reported Business Location(s) -Start Date:01/01/2005 - 0 Hrs/Mth - 0 Hrs During Trading. 7) 05/25/2016 - Car N' Nat Incorporated - Not Investment Related - Shuttle Service - At Reported Business Location(s) -Start Date:05/01/2003 - 0 Hrs/Mth - 0 Hrs During Trading. 8)09/03/2020 - The Buncher Company - Not Investment Related - For-Profit Board Member - Pittsburgh Pa - Start Date: 09/15/2020 - 4 Hrs/Mth - 0 Hrs During Trading. 9) 03/08/2022 - 920 Fort Duquesne Associates - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date:01/01/2009 - 1 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Brian Grealish's 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®
NoneExperience
Current
March 3, 2025 - Present
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
Office #1: 920 Fort Duquesne Boulevard, Pittsburgh, PA 15222RIA
CRD#: 333732
PITTSBURGH, PA
Current
August 29, 2005 - Present
LPL FINANCIAL LLC
Office #1: 920 Fort Duquesne Blvd, Pittsburgh, PA 15222-3602RIA
BD
CRD#: 6413
Pittsburgh, PA
Past
April 20, 2017 - March 9, 2025
GLOBAL RETIREMENT PARTNERS LLC
RIA
CRD#: 172011
Pittsburgh, PA
Past
June 25, 1998 - September 2, 2005
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HB
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD#: 333732 / SEC#: 801-131774
RIA
Registered Investment Advisory firm - (1/10/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/17/2014)
RR
California(6/13/2014)
RR
District of Columbia(6/13/2014)
RR
Florida(6/13/2014)
RR
Illinois(6/13/2014)
RR
Louisiana(6/13/2014)
RR
Maryland(6/13/2014)
RR
Michigan(6/13/2014)
RR
New York(6/13/2014)
RR
North Carolina(6/13/2014)
RR
Ohio(3/17/2014)
RR
Pennsylvania(8/29/2005)
IAR
Pennsylvania(3/3/2025)
RR
South Carolina(3/17/2014)
RR
Texas(6/13/2014)
RR
Virginia(6/13/2014)
RR
West Virginia(3/17/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HB
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD#: 333732 / SEC#: 801-131774
RIA
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Contact information
Main Address
920 Fort Duquesne Boulevard, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 261-3333
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,349 |
| AUM (Assets Under Management) | $ 327,345,953 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
