Subir Grewal, financial advisor New York NY

Subir Grewal

CRD Number: 5135856
Current Firm: Washington Square Capital Management LLC

Subir Grewal (CRD# 5135856) is an Investment Advisor Representative working at Washington Square Capital Management LLC in New York, NY and has over 17 years of experience in the finance industry. Subir Grewal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ness, Inc. Teaneck, NJ Sep 2022 - Current 1
Washington Square Capital Management LLC New York, NY May 2009 - Current 14
Washington Square Technology Inc. New York, NY Jun 2011 - Sep 2022 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination May 2016
Contact Info for Subir N. Grewal
Phone Number: 646-450-9772
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $584,969
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NY, OK, TX

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