Steven Taylor Grant
Professional Summary
Steven Taylor Grant is a registered financial advisor currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania. Steven is registered as a RR (Registered Representative) and started their career in finance in 1976. Steven has worked at 7 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 52TO, Series 3, SIE, PC, Series 7, Series 24, Series 14, Series 53, Series 4, Series 27 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
50 years in the financial services industry
Current & Past Employments
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Current Firm
GRANT WILLIAMS L.P. | GWLP
Contact Information
Main Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103Mailing Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103Phone Number
(215) 432-7579Established
Pennsylvania since 06/26/1998Firm Type
PartnershipFiscal Year End
DecemberFirm Size
Small# of Employees
2FINRA licenses (20 States and Territories)
Registered to provide investment advisory services in 0 US 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
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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.
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State Registrations and Notice Filings
(12/15/2021)
(9/29/2022)
(8/5/2005)
(7/27/2022)
(8/5/2005)
(3/2/1999)
(7/20/2007)
(4/2/2013)
(7/2/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examPC — AMEX Put and Call Exam
Passed Nov 1981Series 40 — Registered Principal Examination
Passed Sep 1976SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Steven Taylor Grant's CRS (Customer Relationship Summary).
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