Gregg P. Donnelly
Professional summary
Gregg Patrick Donnelly is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.
Gregg is registered as a RR (Registered Representative) and started their career in finance in 2017. Gregg has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gregg Patrick Donnelly's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 11, 2024 - Present
GRANT WILLIAMS L.P.
Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103September 15, 2017 - May 10, 2024
UBS FINANCIAL SERVICES INC.
August 8, 2017 - May 10, 2024
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/11/2024)
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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