BM
Brandon T. Mcgrew
PRINCIPAL SECURITIES
Lexington, SC
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CRD#: 7451346
BM
Brandon Tyler McgrewPRINCIPAL SECURITIES
Professional summary
Brandon Tyler Mcgrew, who also goes by Brandon T Mcgrew, Brandon Mcgrew, is a registered financial advisor currently at PRINCIPAL SECURITIES, INC. located in Lexington, South Carolina.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Brandon has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Aliases
Brandon T Mcgrew | Brandon Mcgrew
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.
**BNI SC MIDLANDS - RED BANK REFERRAL MASTERS POSITION: Education Coordinator NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2026 ADDRESS: 311 W Main St, Lexington SC 29072, United States DESCRIPTION: WEEKLY: Share a weekly podcast before the meeting. Prepare and deliver an engaging Education Moment. Share key takeaways and personal perspective. Encourage discussion through chapter communication channels Identify educational opportunities based on chapter needs. MONTHLY: Attend Chapter Success Meeting. Review with Leadership Team regarding educational topics. Promote regional educational opportunities **CHARLESTON SOUTHERN UNIVERSITY ALUMNI BOARD POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 9200 University Blvd, North Charleston SC 29406, United States DESCRIPTION: This is a voluntary role where Alumni get together to discuss increasing alumni engagement for Charleston Southern University. There is no direct compensation from the university or its members to be on this board, as it is a position voted on by other alumni. Yearly, we will vote on recipients for a scholarship. There is no handling of money as it just lets the university know who to award the scholarship to. **INSURANCE POSITION: Founder NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/12/2026 ADDRESS: 1100 Corley St, Lexington SC 29072, United States DESCRIPTION: Fixed life, disability, long term care insurance, fixed annuities, fixed indexed annuities, Variable Annuities, Indexed Universal Life, Universal Life, Group/Health Insurance, DI/A&H Insurance through various carriers. **P23 WEALTH MANAGEMENT (DBA) POSITION: P23 Wealth Management NATURE: Mutual Funds/Securities/VA/VL, Fee-based Financial Planning, Financial Strategies/Needs Analysis, Business Consulting, Life Insurance/Annuities, DI/A&H Insurance, Group/Health Insurance, Indexed Universal Life INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/12/2026 ADDRESS: 1100 Corley St, Lexington SC 29072, United States DESCRIPTION: Title: Founder. Role and Responsibilities: Financial advisor to retail and institutional clients utilizing securities, fee-based management, and financial planning. Products and Services: Fee-based asset management, Financial Planning, and Financial Consulting, Fixed life, disability, long term care insurance, fixed annuities, fixed indexed annuities, Variable Annuities, Indexed Universal Life, Universal Life.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Tyler Mcgrew's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Brandon Tyler Mcgrew'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
April 28, 2026 - Present
PRINCIPAL SECURITIES, INC.
Office #2: 1501 Belle Isle Ave Ste 240, Mt Pleasant, SC 29464RIA
BD
CRD#: 1137
Lexington, SC
Current
April 28, 2026 - Present
PRINCIPAL SECURITIES, INC.
Office #2: 1501 Belle Isle Ave Ste 240, Mt Pleasant, SC 29464RIA
BD
CRD#: 1137
Lexington, SC
Past
August 8, 2023 - April 29, 2026
EDWARD JONES
RIA
CRD#: 250
LEXINGTON, SC
Past
August 8, 2023 - April 29, 2026
EDWARD JONES
BD
CRD#: 250
LEXINGTON, SC
Past
November 8, 2021 - July 16, 2023
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
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".
PRINCIPAL SECURITIES, INC.
BLC EQUITY SERVICES CORPORATION | PRINCOR FINANCIAL/ SERVICES CORPORATION | PRINCOR FINANCIAL SERVICES CORPORATION | PRINCIPAL SECURITIES, INC. | PRINCIPAL FINANCIAL SERVICES CORPORATION
CRD#: 1137 / SEC#: 801-54949, 8-13975
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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
Iowa(4/28/2026)
RR
North Carolina(4/28/2026)
RR
South Carolina(4/28/2026)
IAR
South Carolina(4/28/2026)
RR
Texas(4/28/2026)
IAR
Texas(4/28/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/8/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PRINCIPAL SECURITIES, INC.
BLC EQUITY SERVICES CORPORATION | PRINCOR FINANCIAL/ SERVICES CORPORATION | PRINCOR FINANCIAL SERVICES CORPORATION | PRINCIPAL SECURITIES, INC. | PRINCIPAL FINANCIAL SERVICES CORPORATION
CRD#: 1137 / SEC#: 801-54949, 8-13975
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
711 High Street, Des Moines, IA 50392
Mailing Address
Principal Financial Group 711 High Street, Des Moines, IA 50392-2080
Phone number
(888) 774-6267
Established
Iowa since 05/01/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,436
SEC notice filing (51 States and Territories)
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRINCIPAL FINANCIAL SERVICES, INC. | OWNER | |
| AGRAWAL, VIVEK | DIRECTOR | 8050381 |
| CLAIRE, CHAD THOMAS | CHIEF INFORMATION OFFICER | 7219218 |
| DROGAN, THOMAS JOHN | CHIEF COMPLIANCE OFFICER | 2760482 |
| FRIEDRICH, AMY CHRISTINE | DIRECTOR | 7097797 |
| LAWLER, CODY ANTHONY | HEAD OF SUPERVISION, HEAD OF OPERATIONS | 5162072 |
| MCCULLUM, KENNETH ALLEN | DIRECTOR | 4695257 |
| MURRAY, MICHAEL FRANCIS | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHAIR | 2074275 |
| RANTS, DOUGLAS JOHN | CHIEF INFORMATION SECURITY OFFICER | 7148529 |
| ROBERTS, DAWN MARIE | CHIEF FINANCIAL OFFICER | 7929617 |
| SCHELHAAS, NATHAN PAUL | DIRECTOR | 7275495 |
| SPADAFORA, CRAIG ALAN | SENIOR VICE PRESIDENT / HEAD OF ADVISORY AND PLATFORM | 3184320 |
| VANWINKLE, DANIEL SIMON | PSI AML OFFICER | 4715191 |
Regulatory assets under management
| Total Number of Accounts | 63,730 |
| AUM (Assets Under Management) | $ 14,827,718,110 |
Disclosures
| Regulatory Event | 9 |
| Arbitration | 3 |
| Bond | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 10/28/2024 | ||
| 11/28/2023 | ||
| 09/22/2023 |
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.
