Willie Gholston has been an investment adviser representative at Grid 202 since December 2023, and is not listed among the firm’s executive officers or direct owners. Willie Gholston holds a Bachelor of Arts in Economics from UNC Chapel Hill.
Grid 202 LLC is a New York, NY firm with $137M under management, 91 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Will Gholston is Vice President of Investments of Re-Envision Wealth. He has over 20 years of investment management and financial planning experience, and his responsibilities include asset allocation, investment manager due diligence, and portfolio construction. Before joining the firm, he spearheaded management of global, multi-asset class investment strategies at two large financial institutions over a period spanning two decades.
Willie Gholston’s longest registration was 5 years at First Citizens Asset Management, Inc (2017–2022). Before joining Grid 202 in 2023, Willie Gholston was registered through Money Script Wealth Management, PLLC and First Citizens Asset Management, Inc.
- Re-Envision WealthCurrent– present · 2 yearsNew York, NY · Adviser representative · Firm CRD 299357
- Money Script Wealth Management, PLLC– · under a yearRaleigh, NC · Adviser representative · Firm CRD 286134
- First Citizens Asset Management, Inc– · 5 yearsRaleigh, NC · Adviser representative · Firm CRD 140777
- BB&T Asset Management, Inc.– · 3 yearsRaleigh, NC · Adviser representative · Firm CRD 108443
Professional designations
Listed by Grid 202
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Willie Gholston is registered as an investment adviser representative in 6 states. The first approvals date from December 2023; the most recent is District of Columbia, in June 2024.
- District of ColumbiaSince 5 June 2024
- MarylandSince 6 December 2023
- New YorkSince 6 December 2023
- North CarolinaSince 6 December 2023
- TexasSince 6 December 2023
- VirginiaSince 6 December 2023
Examinations
No examinations are on Willie Gholston’s record.
- Full name
- Willie Gunter Gholston
- CRD
- 5350297
- Firm
- Grid 202 · CRD 299357
- Office
- 260 MADISON AVENUE,, 8TH FLOOR, New York, NY 10016
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- re-envisionwealth.com
Where does Willie Gholston work?
Willie Gholston is an investment adviser representative registered through Grid 202 LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Willie Gholston a financial advisor?
Yes. Willie Gholston has a current investment-adviser registration in District of Columbia, Maryland, New York, North Carolina, Texas and Virginia, through Grid 202 since December 2023.
How many years of experience does Willie Gholston have?
Willie Gholston has 12 years in the financial industry, since August 2014, across 4 adviser firms.
Where did Willie Gholston work before Grid 202?
Before Grid 202, Willie Gholston was registered through Money Script Wealth Management, PLLC, October 2022 to August 2023; First Citizens Asset Management, Inc, August 2017 to October 2022; BB&T Asset Management, Inc., June 2007 to October 2010.
Where is Willie Gholston based?
Willie Gholston’s registered office is in New York, NY.
Is Willie Gholston registered with FINRA?
No. Willie Gholston has no current broker registration.
Is Willie Gholston a CFP?
Grid 202 lists Willie Gholston with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: WILL GHOLSTON, CFA, CFP® biography, re-envisionwealth.com
Is Willie Gholston a CFA charterholder?
Grid 202 lists Willie Gholston with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: WILL GHOLSTON, CFA, CFP® biography, re-envisionwealth.com
How can I verify Willie Gholston’s record?
Search CRD 5350297 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Willie Gholston’s full registration record.