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Brant Philips Gresham

Blue OWL Securities

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About Brant Philips Gresham

Brant Philips Gresham is a financial professional who has been in the industry since October 5, 2016. Brant is currently registered with Blue Owl Securities and has been with the firm since April 29, 2022. Prior to this, Brant was employed by PIMCO INVESTMENTS LLC. Brant holds several industry licenses, including the Series 3, Series 7, and Series 63 licenses. Brant is registered to conduct business in 51 states and territories.

Firm Information

Brant Gresham is currently registered with Blue OWL Securities. Blue OWL Securities is a Limited Liability Company formed in December 2015. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Blue OWL Securities is registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brant Gresham’s Registration & Firm History

NY

04/29/2022 - Present

Blue OWL Securities (New York NY)

CA

09/21/2016 - 04/13/2022

PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 10/06/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2016

Series 3 - National Commodity Futures Examination

BC

Issued 09/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brant Philips Gresham.
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