Daniel Walker Grealish
Investment adviser representative at Henderson Brothers Financial Partners LLC
10 yearsExperience
1 stateRegistered in
$406.8MFirm assets
1 yearFirm 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 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
- Seminars and workshops
Experience
10 years in the industry.
- Henderson Brothers Financial Partners LLCJan 2025 to now
- LPL Financial, LLCApr 2016 to now
- Global Retirement Partners, LLCMar 2017 to Mar 2025
- Hb Retirement, LLCMar 2016 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Henderson Brothers Financial Partners LLC
$406.8MAssets managed
1,044Clients
18Advisers
1 yearIn 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
- 6624461
- Firm CRD
- 333732