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Grant Mitchell Stucki

WARWICK INVESTMENT MANAGEMENT INC·BRYAN, Texas
SIE, Series 6, Series 7, Series 63, Series 66CFPClean record10 years registeredWARWICK INVESTMENT MANAGEMENT INC
4444 CARTER CREEK PARKWAY, BRYAN, TX 77802CRD# 5679176Firm CRD# 105951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Grant Mitchell Stucki · BRYAN, TX
Registration
CRD #5679176 · WARWICK INVESTMENT MANAGEMENT INC · 10 years registered
Brand Profile
Not yet started
01

Career History

WARWICK PARTNERS
Oct 2020 – present
BOGART WEALTH, LLC
Jan 2018 – Oct 2020
THE WOODLANDS, TX
J.P. MORGAN SECURITIES LLC
Mar 2016 – Jan 2018
BRYAN, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · March 31, 2016
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WARWICK INVESTMENT MANAGEMENT INC
CRD 105951 · SEC 801-14704
AUM
$1.7B
Regulatory assets under management
Employees
8
901 client accounts
Services offered by WARWICK INVESTMENT MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WARWICK INVESTMENT MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Grant Mitchell Stucki offer?
Grant Mitchell Stucki specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRYAN, Texas for a consultation.
What are Grant Mitchell Stucki's credentials?
Grant Mitchell Stucki holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Grant Mitchell Stucki located?
Grant Mitchell Stucki is based in BRYAN, Texas, working with WARWICK INVESTMENT MANAGEMENT INC. Their office serves clients in the BRYAN metropolitan area and surrounding communities.
How does Grant Mitchell Stucki charge for services?
Grant Mitchell Stucki's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WARWICK INVESTMENT MANAGEMENT INC?
WARWICK INVESTMENT MANAGEMENT INC has approximately 8 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Clarence Hays Glover
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Robert Bruce Sanders
BRYAN, TX

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