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Kevin William Grenham

FUTURE BENEFITS INC·CHESHIRE, Connecticut
SIE, Series 6, Series 7, Series 24, Series 63Clean record33 years registeredFUTURE BENEFITS INC
1781 HIGHLAND AVENUE, CHESHIRE, CT 06410CRD# 1575954Firm CRD# 107620

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin William Grenham · CHESHIRE, CT
Registration
CRD #1575954 · FUTURE BENEFITS INC · 33 years registered
Brand Profile
Not yet started
01

Career History

May 2019present
Sep 1992Dec 2019
CHESHIRE, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · September 11, 1992
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FUTURE BENEFITS INC
CRD 107620 · SEC 801-44801
AUM
$738M
Regulatory assets under management
Employees
4
486 client accounts
Services offered by FUTURE BENEFITS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Kevin William Grenham offer?
Kevin William Grenham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESHIRE, Connecticut for a consultation.
What are Kevin William Grenham's credentials?
Kevin William Grenham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin William Grenham located?
Kevin William Grenham is based in CHESHIRE, Connecticut, working with FUTURE BENEFITS INC. Their office serves clients in the CHESHIRE metropolitan area and surrounding communities.
How does Kevin William Grenham charge for services?
Kevin William Grenham's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUTURE BENEFITS INC?
FUTURE BENEFITS INC has approximately 4 employees and manages $738M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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