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Gregory Michael Weinberg

Grant Williams LP

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About Gregory Michael Weinberg

Gregory Weinberg is a financial advisor with Grant Williams LP. Gregory has been in the financial services industry since 2009 and holds a variety of licenses and certifications. Gregory has a strong track record of providing investment advice to clients, including those in California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia.

Firm Information

Gregory Weinberg 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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Gregory Weinberg’s Registration & Firm History

PA

07/24/2009 - Present

Grant Williams LP (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 12/03/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional 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 07/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Michael Weinberg.
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