Grant
Stucki
Warwick Partners
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About this Advisor
Grant Stucki is a financial advisor based in Bryan, Texas, working with Warwick Partners. Grant has previously held positions at Jp Morgan Chase Bank, J.P. Morgan Securities LLC, Jpmorgan Securities LLC, Bogart Wealth, LLC, and Purshe Kaplan Sterling Investments. Grant has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Grant is part of Warwick Partners, which operates out of Bryan, Texas. The firm has 8 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Warwick Partners includes asset-based, hourly, and fixed fees.
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Warwick Partners Brokerage Details
$1,711,025,430
8
901
$1,899,029
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Grant Stucki Work History
Purshe Kaplan Sterling Investments
Bogart Wealth, LLC
Jpmorgan Securities LLC
J.P. Morgan Securities LLC
Jp Morgan Chase Bank
Disclosures
Please visit the SEC profile of Grant Stucki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Warwick Partners
Bryan, TX
Bryan, TX
Bryan, TX
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