DG
Daniel W. Grealish
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
PITTSBURGH, PA 15222
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CRD#: 6624461
DG
Professional summary
Daniel Walker Grealish is a registered financial advisor currently at HENDERSON BROTHERS FINANCIAL PARTNERS LLC located in Pittsburgh, Pennsylvania and LPL FINANCIAL LLC located in Pittsburgh, Pennsylvania.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) 05/23/2016 - HB Retirement, LLC. - DBA for LPL Business (entity for LPL business) - at reported business location(s) - inv rel - 70%
2) 08/09/2016 * HB Retirement * DBA for LPL Business (entity for LPL business) * INV REL * 920 Fort Duquesne Blvd, Pittsburgh, PA 15222 * START 03/01/2016 * 160 HRS/MO DURING SECS TRDG HRS.
3) 5/9/2018 - Global Retirement Partners - DBA: (HYBRID) HB Retirement - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/01/2017 - 10 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2018. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Walker Grealish'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®
NoneExperience
Current
March 3, 2025 - Present
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
Office #1: 920 Fort Duquesne Boulevard, Pittsburgh, PA 15222RIA
CRD#: 333732
PITTSBURGH, PA
Current
June 8, 2016 - Present
LPL FINANCIAL LLC
Office #1: 920 Fort Duquesne Blvd, Pittsburgh, PA 15222-3602RIA
BD
CRD#: 6413
Pittsburgh, PA
Past
March 31, 2017 - March 9, 2025
GLOBAL RETIREMENT PARTNERS LLC
RIA
CRD#: 172011
Pittsburgh, PA
Past
October 18, 2016 - July 14, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
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".
HB
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD#: 333732 / SEC#: 801-131774
RIA
Registered Investment Advisory firm - (1/10/2025 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.RR
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
RR
Pennsylvania(10/17/2016)
IAR
Pennsylvania(3/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HB
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD#: 333732 / SEC#: 801-131774
RIA
Registered Investment Advisory firm - (1/10/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
920 Fort Duquesne Boulevard, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 261-3333
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,349 |
| AUM (Assets Under Management) | $ 327,345,953 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
