Unclaimed Profile

Emily Grimes Wood

GRIMES & COMPANY, INC.·WESTBOROUGH, Massachusetts

SIE, Series 7, Series 66, Series 79TOCFP23 years registeredGRIMES & COMPANY, INC.

110 TURNPIKE RD, WESTBOROUGH, MA 01581CRD# 4457998Firm CRD# 109420

Profile Verification

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

Identity

Emily Grimes Wood · WESTBOROUGH, MA

Registration

CRD #4457998 · GRIMES & COMPANY, INC. · 23 years registered

Brand Profile

Not yet started

Career History

GRIMES & COMPANY

Dec 2002 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 79TO

Registration record

First registered · December 9, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

2016Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GRIMES & COMPANY, INC.

CRD 109420 · SEC 801-57193

AUM

$4.9B

Regulatory assets under management

Employees

8,908 client accounts

Services offered by GRIMES & COMPANY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRIMES & COMPANY, INC. →

Introduction

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Frequently Asked Questions

What services does Emily Grimes Wood offer?

Emily Grimes Wood specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTBOROUGH, Massachusetts for a consultation.

What are Emily Grimes Wood's credentials?

Emily Grimes Wood holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Emily Grimes Wood located?

Emily Grimes Wood is based in WESTBOROUGH, Massachusetts, working with GRIMES & COMPANY, INC.. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.

How does Emily Grimes Wood charge for services?

Emily Grimes Wood'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 GRIMES & COMPANY, INC.?

GRIMES & COMPANY, INC. has approximately 37 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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