William S. Greif

BRAVE WARRIOR ADVISORS

San Antonio, TX

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CRD#: 5561303

Professional summary

William Stephen Greif, who also goes by William S Greif, is a registered financial advisor currently at BRAVE WARRIOR ADVISORS, LLC located in San Antonio, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 2 firms and has passed the Series 65, Series 63 and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William S Greif

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 William Stephen Greif'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

October 6, 2021 - Present

BRAVE WARRIOR ADVISORS, LLC

RIA

CRD#: 108894

San Antonio, TX

Past

August 1, 2011 - July 10, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRAVE WARRIOR ADVISORS, LLC

BRAVE WARRIOR ADVISERS, LLC | CHIEFTAIN CAPITAL MANAGEMENT, INC. | BRAVE WARRIOR CAPITAL, INC. | BRAVE WARRIOR ADVISORS, LLC

CRD#: 108894 / SEC#: 801-29459

RIA

Registered Investment Advisory firm - (4/20/1987 Approved)

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

New York
(11/10/2021)

IAR

Texas
(1/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79

Date: 7/29/2011

Investment Banking Registered Representative Examination

Current Firm

BRAVE WARRIOR ADVISORS, LLC

BRAVE WARRIOR ADVISERS, LLC | CHIEFTAIN CAPITAL MANAGEMENT, INC. | BRAVE WARRIOR CAPITAL, INC. | BRAVE WARRIOR ADVISORS, LLC

CRD#: 108894 / SEC#: 801-29459

RIA

Registered Investment Advisory firm - (4/20/1987 Approved)

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Contact information

Main Address

12 East 49th Street 24th Fl., New York, NY 10017

Mailing Address

Phone number

(212) 421-9760

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRAVE WARRIOR PART 2A - MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	281
AUM (Assets Under Management)	$ 5,410,045,202

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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William S. Greif

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Stephen Greif's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRAVE WARRIOR ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

BRAVE WARRIOR ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2021

Series 63

Date: 8/2/2011

Series 79

Date: 7/29/2011

Current Firm

BRAVE WARRIOR ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRAVE WARRIOR ADVISORS, LLC

TRUST BUT VERIFY

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