David J. Blum
Professional summary
David Jay Blum, who also goes by Dave Jay Blum, is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.
David is registered as a RR (Registered Representative) and started their career in finance in 2009. David has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Jay Blum's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 27, 2025 - Present
GRANT WILLIAMS L.P.
Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103May 5, 2014 - December 4, 2022
GRANT WILLIAMS L.P.
August 10, 2009 - March 12, 2013
BNY MELLON SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2025)
(9/22/2025)
(9/24/2025)
(9/21/2025)
(6/27/2025)
(9/19/2025)
Exams
FINRA
Current Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
Red Flags
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