WM
William H. Morris
GRAND STREET CAPITAL MANAGEMENT, L.L.C.
WINSTON SALEM, NC 27101
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CRD#: 4446473
WM
Professional summary
William Howard Morris is a registered financial advisor currently at GRAND STREET CAPITAL MANAGEMENT, L.L.C. located in Winston Salem, North Carolina.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. William has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Howard Morris'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
October 22, 2019 - Present
GRAND STREET CAPITAL MANAGEMENT, L.L.C.
Office #1: 1008 Brookstown Avenue Suite C-6, Winston Salem, NC 27101RIA
CRD#: 150293
WINSTON SALEM, NC
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.Highlighted states indicate IAR registrations
IAR
Michigan(1/7/2025)
IAR
North Carolina(10/22/2019)
Exams
Current Firm
GS
GRAND STREET CAPITAL MANAGEMENT, L.L.C.
CABEAN JR., PERRY, THEAFUS | GRAND STREET CAPTIAL MANAGEMENT | GRAND STREET CAPITAL MANAGEMENT, LLC | GRAND STREET CAPITAL MANAGEMENT, L.L.C. | GRAND STREET CAPITAL MANAGEMENT
CRD#: 150293 / SEC#:
Michigan
Registered Investment Advisory firm - (10/26/2021 Approved)North Carolina
Registered Investment Advisory firm - (6/26/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1008 Brookstown Avenue Suite C-6, Winston Salem, NC 27101
Mailing Address
Phone number
(336) 725-5299
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 32 |
| AUM (Assets Under Management) | $ 7,507,446 |
Red Flags
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