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Grant Mitchell Stucki

Warwick Partners

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About Grant Mitchell Stucki

Grant Mitchell Stucki is a financial advisor with Warwick Partners in Bryan, Texas. Grant has been working in the financial industry since 2012. Grant specializes in providing financial planning, portfolio management for individuals and businesses. Prior to joining Warwick Partners, Grant was with Purshe Kaplan Sterling Investments and J.P. Morgan Securities LLC. He holds the Series 6, 7, 63 and 66 securities licenses, as well as the SIE exam. Grant is also a Certified Financial Planner.

Firm Information

Grant Stucki is currently registered with Warwick Partners. Warwick Partners is a registered investment advisor located in Bryan, TX. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Warwick Partners offers financial planning and portfolio management services for individuals and businesses.
Warwick Partners

4444 CARTER CREEK PARKWAY

BRYAN, TX 77802

$1.71B

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Grant Stucki’s Registration & Firm History

TX

10/21/2020 - Present

Warwick Partners (BRYAN TX)

TX

04/03/2018 - 05/19/2020

PURSHE KAPLAN STERLING INVESTMENTS (The Woodlands TX)

TX

03/02/2016 - 01/03/2018

J.P. MORGAN SECURITIES LLC (BRYAN TX)

TX

10/01/2012 - 03/02/2015

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

02/15/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (COLLEGE STATION TX)

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Licenses & Designations

BOTH

Issued 03/24/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/13/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grant Mitchell Stucki.
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