Kevin T. Grier

BAY CREST PARTNERS

New York, NY 10005

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CRD#: 4807055

Professional summary

Kevin Thomas Grier, who also goes by Kevin Thomas Grier, Kevin Grier, is a registered financial professional currently at BAY CREST PARTNERS, LLC located in New York, New York.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2004. Kevin has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kevin Thomas Grier | Kevin Grier

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) - BD

Click below to view Kevin Thomas Grier's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 30, 2025 - Present

BAY CREST PARTNERS, LLC

Office #1: 40 Wall Street 42nd Floor, New York, NY 10005

CRD#: 39944

New York, NY

Past

October 3, 2023 - September 22, 2025

MIZUHO SECURITIES USA LLC

CRD#: 19647

NEW YORK, NY

Past

June 4, 2018 - July 28, 2023

PERFORMANCE TRUST CAPITAL PARTNERS, LLC

CRD#: 36155

GREENWICH, CT

Past

July 20, 2009 - May 2, 2018

CANTOR FITZGERALD & CO.

CRD#: 134

NEW YORK, NY

Past

June 23, 2008 - June 25, 2009

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

NEW YORK, NY

Past

August 23, 2004 - July 3, 2008

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Connecticut
(9/30/2025)

New York
(9/30/2025)

Exams

State Security Law Exam

Series 63

Date: 7/26/2004

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: 8/21/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BAY CREST PARTNERS, LLC

AFC PARTNERS, LLC | BAY CREST PARTNERS, LLC

CRD#: 39944 / SEC#: , 8-48931

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

40 Wall Street 42nd Floor, New York, NY 10005

Mailing Address

40 Wall Street 42nd Floor, New York, NY 10005

Phone number

(212) 480-1400

Established

New York since 12/20/1994

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (26 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
FREEDOM HOLDING GROUP, LLC	SOLE LLC MEMBER
CARBONARA, LISA	CCO	5227955
MULLIGAN, WILLIAM PETER JR.	GENERAL SECURITIES PRINCIPAL, LLC MANAGER, CEO	1614209
SCHEUERMANN, JOSEPH PHILIP	COO	3273673
SCHEUERMANN, JOSEPH PHILIP	PFO, POO, FINOP	3273673
WEISS, NICHOLAS DANIEL	ROP	2856151

Disclosures

Regulatory Event

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

Kevin T. Grier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Thomas Grier's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIZUHO SECURITIES USA LLC

PERFORMANCE TRUST CAPITAL PARTNERS, LLC

CANTOR FITZGERALD & CO.

KEYBANC CAPITAL MARKETS INC.

UBS SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/26/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2004

FINRA

Current Firm

BAY CREST PARTNERS, LLC

Contact information

FINRA licenses (26 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

BAY CREST PARTNERS, LLC

TRUST BUT VERIFY

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