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Greggory William Brant

Sowell Management

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About Greggory William Brant

Greggory Brant is a financial advisor with Sowell Management. Greggory has been working in the financial industry since 2013. Greggory holds the Series 7 and 66 licenses. Greggory specializes in providing financial planning and investment advice to individuals and businesses. Greggory has a proven track record of helping clients achieve their financial goals.

Firm Information

Greggory Brant is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Greggory Brant’s Registration & Firm History

FL

04/22/2024 - Present

Sowell Management (Jupiter FL)

FL

10/29/2018 - 05/23/2019

J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)

FL

02/07/2017 - 06/01/2018

AMERIPRISE FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)

FL

09/09/2014 - 01/31/2017

SANFORD C. BERNSTEIN & CO., LLC (WEST PALM BEACH FL)

FL

03/18/2014 - 09/04/2014

J.P. MORGAN SECURITIES LLC (DELRAY BEACH FL)

FL

10/14/2013 - 02/25/2014

SECURIAN FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)

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Licenses & Designations

BOTH

Issued 10/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Greggory William Brant. Review regulatory record here.
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