Michael J. Begley
Professional summary
Michael James Begley Jr., who also goes by Michael J. Begley Jr., Michael James Begley Jr, Michael James Begley Jr., Michael James Begley, is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.
Michael is registered as a RR (Registered Representative) and started their career in finance in 2002. Michael has worked at 13 firms and has passed the Series 66, Series 63, Series 6TO, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael James Begley Jr.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 24, 2025 - Present
GRANT WILLIAMS L.P.
Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103October 30, 2019 - October 4, 2023
ASSETMARK, INC.
October 1, 2019 - October 4, 2023
ASSETMARK BROKERAGE, LLC
August 1, 2019 - August 27, 2019
FREEDOM INVESTMENT MANAGEMENT, INC.
September 11, 2015 - March 4, 2019
SEI INVESTMENTS MANAGEMENT CORP
September 11, 2015 - March 4, 2019
SEI INVESTMENTS DISTRIBUTION CO.
April 8, 2013 - September 15, 2015
CURIAN CAPITAL, LLC
April 9, 2012 - September 15, 2015
CURIAN CLEARING, LLC
March 18, 2010 - March 29, 2012
ONEAMERICA SECURITIES, INC.
November 1, 2007 - February 26, 2009
COREBRIDGE CAPITAL SERVICES, INC.
August 6, 2004 - October 12, 2007
JOHN HANCOCK DISTRIBUTORS LLC
March 11, 2003 - April 20, 2004
AMUNDI DISTRIBUTOR US, INC.
January 11, 2002 - March 11, 2003
MFS FUND DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/24/2025)
(9/25/2025)
Exams
Series 6TO
Date: 9/24/2025
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 9/24/2025
General Securities Representative ExaminationFINRA
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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