Grant M. Stucki
Professional summary
Grant Mitchell Stucki, CFP®, who also goes by Grant Stucki, is a registered financial advisor currently at WARWICK PARTNERS located in Bryan, Texas.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Grant has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Grant Mitchell Stucki's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
October 21, 2020 - Present
WARWICK PARTNERS
Office #1: 4444 Carter Creek Parkway Suite 109, Bryan, TX 77802April 3, 2018 - May 19, 2020
PURSHE KAPLAN STERLING INVESTMENTS
January 8, 2018 - October 21, 2020
BOGART WEALTH, LLC
March 31, 2016 - January 3, 2018
J.P. MORGAN SECURITIES LLC
March 2, 2016 - January 3, 2018
J.P. MORGAN SECURITIES LLC
October 1, 2012 - March 2, 2015
J.P. MORGAN SECURITIES LLC
February 15, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
WARWICK PARTNERS
CRD#: 105951 / SEC#: 801-14704
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2020)
Exams
Current Firm
WARWICK PARTNERS
CRD#: 105951 / SEC#: 801-14704
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 928 |
| AUM (Assets Under Management) | $ 2,137,645,215 |
Red Flags
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