Ian C. Piety
Professional summary
Ian Chandler Piety, who also goes by Ian C Piety, Ian Piety, is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.
Ian is registered as a RR (Registered Representative) and started their career in finance in 2018. Ian has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Ian Chandler Piety's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2023 - Present
GRANT WILLIAMS L.P.
Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103July 29, 2019 - January 4, 2022
LINCOLN FINANCIAL DISTRIBUTORS, INC.
September 24, 2018 - July 25, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 24, 2018 - July 25, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/5/2023)
Exams
FINRA
Current Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
Red Flags
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