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GW

Grant Wei

LIMERAL RESEARCH
MALVERN, PA 19355
Some features on this profile are disabled
CRD#: 7279845
GW

Professional summary

Grant Wei is a registered financial advisor currently at LIMERAL RESEARCH located in Malvern, Pennsylvania.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Grant has worked at 2 firms and has passed the Series 63, Series 87, Series 86, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Wei'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

March 30, 2026 - Present

LIMERAL RESEARCH

Office #1: 81 Lancaster Ave, Malvern, PA 19355
RIA
CRD#: 340807
MALVERN, PA
Past

October 6, 2020 - September 6, 2022

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
NEW YORK, NY

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
Pennsylvania
(3/30/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/23/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 87
Date: 1/5/2021
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 10/26/2020
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7TO
Date: 10/5/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/31/2020
Securities Industry Essentials Examination

Current Firm

LR
LIMERAL RESEARCH
LIMERAL RESEARCH | LIMERAL RESEARCH LLC

CRD#: 340807 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (3/30/2026 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
81 Lancaster Ave, Malvern, PA 19355
Mailing Address
Phone number
(646) 397-6722
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

LIMERAL RESEARCH

CRD#: 340807Malvern, PA 19355

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