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Greta Ford Flaherty

Tradeweb Direct LLC

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About Greta Ford Flaherty

Greta Flaherty is a financial advisor who has been in the industry since March 10, 2010. Greta is currently registered with Tradeweb Direct LLC in New York, New York, and Tradeweb LLC in New York, New York. Greta is also licensed in New Jersey and New York. Greta holds the Series 7, Series 63, and SIE licenses.

Firm Information

Greta Flaherty is currently registered with Tradeweb Direct LLC. Tradeweb Direct LLC, a Limited Liability Company, was formed on November 3, 1999 and is approved in all 50 U.S. states, Puerto Rico, and the District of Columbia. The firm has one SEC registration and 52 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

41

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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Greta Flaherty’s Registration & Firm History

NY

12/02/2015 - Present

Tradeweb Direct LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greta Ford Flaherty.
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