Thomas B. Grealish

CRD#: 2802223

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Brian Grealish, who also goes by Thomas B Grealish, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1998. Thomas had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 3, 2025 - June 23, 2026

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

RIA

CRD#: 333732

PITTSBURGH, PA

Past

April 20, 2017 - March 9, 2025

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Pittsburgh, PA

Past

August 29, 2005 - February 4, 2026

LPL FINANCIAL LLC

CRD#: 6413

PITTSBURGH, PA

Past

June 25, 1998 - September 2, 2005

WALNUT STREET SECURITIES, INC.

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/4/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/25/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/22/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

CRD#: 333732 / SEC#: 801-131774

RIA

Registered Investment Advisory firm - (1/10/2025 Approved)

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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

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HBFP ADV BROCHURE (5/9/2025)

Regulatory assets under management

Total Number of Accounts	1,349
AUM (Assets Under Management)	$ 327,345,953

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.

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Advisor Monitoring

Firm Stability Insights

Thomas B. Grealish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/4/1997

SIE

Date: 10/1/2018

Series 7

Date: 3/25/2013

Series 6

Date: 6/22/1998

Current Firm

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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