Bradley J. Grasl

TIERCEL CAPITAL TEXAS LLC

Houston, TX 77055

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CRD#: 7043810

Professional summary

Bradley Joseph Grasl is a registered financial advisor currently at TIERCEL CAPITAL TEXAS LLC located in Houston, Texas.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bradley has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Joseph Grasl'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®

None

Experience

Current

January 21, 2021 - Present

TIERCEL CAPITAL TEXAS LLC

Office #1: 1601 Ronson Rd, Houston, TX 77055

RIA

CRD#: 171921

Houston, TX

Past

May 30, 2019 - December 31, 2020

TIERCEL CAPITAL TEXAS LLC

RIA

CRD#: 171921

HOUSTON, TX

Past

January 28, 2019 - May 30, 2019

SINAI CAPITAL

RIA

CRD#: 299447

HOUSTON, TX

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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/21/2021)

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

State Security Law Exam

IAR

Series 65

Date: 7/21/2018

Uniform Investment Adviser Law Examination

Current Firm

TIERCEL CAPITAL TEXAS LLC

RORY RONALD MACKAY 6378546 | TIERCEL CAPITAL TEXAS LLC

CRD#: 171921 / SEC#:

Texas

Registered Investment Advisory firm - (1/21/2021 Approved)

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Contact information

Main Address

1601 Ronson Rd, Houston, TX 77055

Mailing Address

Phone number

(713) 478-3702

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 12,840,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bradley J. Grasl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Joseph Grasl's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIERCEL CAPITAL TEXAS LLC

TIERCEL CAPITAL TEXAS LLC

SINAI CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 7/21/2018

Current Firm

TIERCEL CAPITAL TEXAS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIERCEL CAPITAL TEXAS LLC

TRUST BUT VERIFY

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