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Brian E Stengel

Grant Williams LP

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About Brian E Stengel

Brian Stengel is a financial advisor with over 15 years of experience in the industry. Brian is currently registered with Grant Williams LP, a firm specializing in providing investment advice. Previously, Brian has worked with a variety of financial institutions, including Waller Capital Securities LLC, Perella Weinberg Partners LP, Morgan Stanley & Co., Incorporated, and Goldman Sachs. Brian holds a variety of licenses and certifications, including the Series 7, 63, 24, and SIE exams. Brian is dedicated to providing clients with personalized financial advice and helping them achieve their investment goals.

Firm Information

Brian Stengel is currently registered with Grant Williams LP. Grant Williams LP is a Partnership firm that was formed on June 26, 1998. The firm is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

39

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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Brian Stengel’s Registration & Firm History

PA

12/07/2020 - Present

Grant Williams LP (PHILADELPHIA PA)

NY

06/27/2018 - 04/11/2019

WALLER CAPITAL SECURITIES LLC (NEW YORK NY)

NY

07/28/2015 - 06/19/2017

PERELLA WEINBERG PARTNERS LP (NEW YORK NY)

NY

03/19/2009 - 04/22/2015

WALLER CAPITAL SECURITIES LLC (NEW YORK NY)

NY

07/24/2007 - 03/28/2008

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

01/19/1999 - 03/01/2000

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

10/01/1996 - 01/26/1999

GOLDMAN, SACHS & CO. (NEW YORK NY)

NA

03/06/1996 - 10/01/1996

GOLDMAN SACHS MONEY MARKETS, L.P.

NY

11/21/1995 - 02/15/1996

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/18/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian E Stengel.
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