Unclaimed Profile

Kevin Timothy Grimes

GRIMES & COMPANY, INC.·WESTBOROUGH, Massachusetts

SIE, Series 7, Series 63, Series 65, Series 79TOCFP CFAClean record26 years registeredGRIMES & COMPANY, INC.

110 TURNPIKE RD, WESTBOROUGH, MA 01581CRD# 2967732Firm CRD# 109420

Profile Verification

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

Identity

Kevin Timothy Grimes · WESTBOROUGH, MA

Registration

CRD #2967732 · GRIMES & COMPANY, INC. · 26 years registered

Brand Profile

Not yet started

Career History

GRIMES & COMPANY

Jan 2000 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 79TO

Registration record

First registered · January 1, 2000

Years registered · 26

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Kevin Timothy Grimes offer?

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

What are Kevin Timothy Grimes's credentials?

Kevin Timothy Grimes holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Timothy Grimes located?

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

How does Kevin Timothy Grimes charge for services?

Kevin Timothy Grimes'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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