Unclaimed Profile

Stephen Kirkman Grimm

AVITY INVESTMENT MANAGEMENT INC.·GREENWICH, Connecticut

Series 7, Series 63Clean record32 years registeredAVITY INVESTMENT MANAGEMENT INC.

80 FIELD POINT RD., GREENWICH, CT 06830-6416CRD# 1669632Firm CRD# 104623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Kirkman Grimm · GREENWICH, CT

Registration

CRD #1669632 · AVITY INVESTMENT MANAGEMENT INC. · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AVITY INVESTMENT MANAGEMENT INC.

AVITY INVESTMENT MANAGEMENT INC.

Apr 1994 – Dec 2025

GREENWICH, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 26, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVITY INVESTMENT MANAGEMENT INC.

CRD 104623 · SEC 801-6449

AUM

$1.7B

Regulatory assets under management

Employees

763 client accounts

Services offered by AVITY INVESTMENT MANAGEMENT INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AVITY INVESTMENT MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Kirkman Grimm offer?

Stephen Kirkman Grimm specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Stephen Kirkman Grimm's credentials?

Stephen Kirkman Grimm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Kirkman Grimm located?

Stephen Kirkman Grimm is based in GREENWICH, Connecticut, last registered with AVITY INVESTMENT MANAGEMENT INC..

How does Stephen Kirkman Grimm charge for services?

Stephen Kirkman Grimm's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVITY INVESTMENT MANAGEMENT INC.?

AVITY INVESTMENT MANAGEMENT INC. has approximately 8 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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