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Gerald Stephen Connolly

GRIMES & COMPANY, INC.·WESTBOROUGH, Massachusetts
Unclaimed Profile
110 TURNPIKE RD, WESTBOROUGH, MA 01581CRD# 1594715Firm CRD# 109420
01

About

Gerald Stephen Connolly is a registered financial advisor based in WESTBOROUGH, Massachusetts, affiliated with GRIMES & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GRIMES & COMPANY, INC.
GRIMES & COMPANY, INC.
AUM
$4.9B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at GRIMES & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1594715
Firm CRD# 109420
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Stephen Connolly offer?
Gerald Stephen Connolly specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTBOROUGH, Massachusetts for a consultation.
What are Gerald Stephen Connolly's credentials?
Gerald Stephen Connolly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Stephen Connolly located?
Gerald Stephen Connolly is based in WESTBOROUGH, Massachusetts, working with GRIMES & COMPANY, INC.. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.
How does Gerald Stephen Connolly charge for services?
Gerald Stephen Connolly'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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Other advisors in WESTBOROUGH
Kevin Timothy Grimes — GRIMES & COMPANY, INC.Carolyn Fields Grimes — GRIMES & COMPANY, INC.Paul Devico — GRIMES & COMPANY, INC.Emily Grimes Wood — GRIMES & COMPANY, INC.Timothy John Grimes — GRIMES & COMPANY, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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