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Brijendra Grewal

Treasurer at Constellation Investments

Broker registration; no current adviser registration

Brijendra Grewal is Treasurer of Constellation Investments, Inc., a Montgomery investment adviser managing $31.5B. Brijendra Grewal has a current broker registration and no current investment-adviser registration and has passed the Series 7, Series 79 and Series 63.

3
Licensing exams

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Brijendra Grewal has been Treasurer of Constellation Investments since February 2026. Brijendra Grewal is a control person of the firm and directly owns under 5% of it.

Constellation Investments, Inc. is a Montgomery, OH firm with $31.5B under management, 14 clients and 8 advisers in one office, as of its March 2026 filing.

No adviser firm registrations are on Brijendra Grewal’s record.

Credentials and registrations

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6312 May 2014
Name
Uniform Securities Agent State Law Examination
Series 7921 April 2014
Name
Investment Banking Registered Representative Examination
Series 77 August 2007
Name
General Securities Representative Examination

Individual record

Full name
Brijendra Singh Grewal
CRD
4796473

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Brijendra Grewal work?

Brijendra Grewal has been Treasurer of Constellation Investments, Inc. since February 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Does Brijendra Grewal have a current investment-adviser registration?

Brijendra Grewal has a current broker registration and no current investment-adviser registration.

Source: IAPD individual record, checked 18 October 2026

What exams has Brijendra Grewal passed?

Brijendra Grewal has passed 3 licensing exams: the Series 7, Series 79 and Series 63. The earliest, the Series 7, was passed in August 2007. FINRA credited Brijendra Grewal with the SIE, which began in October 2018.

Source: IAPD individual record, checked 18 October 2026

Leadership at Constellation Investments

Sources

  1. IAPD individual record, CRD 4796473. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Constellation Investments, Inc., filed 31 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

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