William Stephen Greif
Investment adviser representative at Brave Warrior Advisors, LLC
12 yearsExperience
2 statesRegistered in
$5.6BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Brave Warrior Advisors, LLCMay 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Brave Warrior Advisors, LLC
$5.6BAssets managed
116Clients
4Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5561303
- Firm CRD
- 108894