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Perry T. Cabean

GRAND STREET CAPITAL MANAGEMENT, L.L.C.
WINSTON SALEM, NC 27101
Some features on this profile are disabled
CRD#: 5402026
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Professional summary

Perry Theafus Cabean JR., who also goes by Perry Theafus Cabean Jr, is a registered financial advisor currently at GRAND STREET CAPITAL MANAGEMENT, L.L.C. located in Winston Salem, North Carolina.

Perry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Perry has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Perry Theafus Cabean Jr

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) - RIA

Click below to view Perry Theafus Cabean JR.'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®
None

Experience

Current

April 17, 2020 - Present

GRAND STREET CAPITAL MANAGEMENT, L.L.C.

Office #1: 1008 Brookstown Avenue Suite C-6, Winston Salem, NC 27101
RIA
CRD#: 150293
WINSTON SALEM, NC
Past

January 4, 2008 - February 11, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WINSTON-SALEM, NC
Past

December 14, 2007 - February 11, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
(11/12/2024)
IAR
North Carolina
(4/17/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/31/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/13/2007
General Securities Representative Examination

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)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts32
AUM (Assets Under Management)$ 7,507,446

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.

Company Information

GRAND STREET CAPITAL MANAGEMENT, L.L.C.

CRD#: 150293Winston Salem, NC 27101

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