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William Howard Morris

Grand Street Capital Management, L.L.C.

Winston Salem, NC

CRD 4446473

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Employer firm

Grand Street Capital Management, L.l.c. CRD 150293

$8.89M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Grand Street Capital Management, L.L.C.

1008 Brookstown Avenue Suite C-6, Winston Salem, NC 27101 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-07
NC RA APPROVED 2019-10-22
  • MI RA
    APPROVED
    Since 2025-01-07
  • NC RA
    APPROVED
    Since 2019-10-22

Branch Locations

1008 Brookstown Avenue Suite C-6, Winston Salem, NC 27101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Owens Corning Toledo OH 01/2007 Present
  • 01/2007 → Present
    Owens Corning
    Toledo, OH
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

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Nearby Investors

JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
LPL FINANCIAL LLC · WINSTON SALEM, NC
EDWARD JONES · WINSTON SALEM, NC

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