Grant Mitchell Stucki
Investment adviser representative at Warwick Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Warwick PartnersOct 2020 to now
- Purshe Kaplan Sterling InvestmentsMar 2018 to May 2020
- Bogart Wealth, LLCDec 2017 to Oct 2020
- JPMorgan Securities LLCFeb 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Warwick Partners
Legal name: Warwick Investment Management, Inc.
$2.5BAssets managed
253Clients
5Advisers
47 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
- 5679176
- Firm CRD
- 105951