William Stephen Greif
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William S Greif
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BRAVE WARRIOR ADVISERS, LLC | CHIEFTAIN CAPITAL MANAGEMENT, INC. | BRAVE WARRIOR CAPITAL, INC. | BRAVE WARRIOR ADVISORS, LLC
Contact Information
Main Address
12 East 49th Street 31st Fl., New York, NY 10017Phone Number
(212) 421-9760# of Employees
6SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
288AUM (Assets Under Management)
$5,638,637,189Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BRAVE WARRIOR ADVISERS, LLC | CHIEFTAIN CAPITAL MANAGEMENT, INC. | BRAVE WARRIOR CAPITAL, INC. | BRAVE WARRIOR ADVISORS, LLC
State Registrations and Notice Filings
(11/10/2021)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2011About the Series 79 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Stephen Greif's CRS (Customer Relationship Summary).
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