Unclaimed Profile

Frank B Grinnell

GRINNELL CAPITAL, LLC·PARK CITY, Utah

SIE, Series 7, Series 63, Series 65, Series 66Clean record23 years registeredGRINNELL CAPITAL, LLC

2574 FAIRWAY VILLAGE DRIVE, PARK CITY, UT 84060CRD# 4246539Firm CRD# 311742

Profile Verification

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

Identity

Frank B Grinnell · PARK CITY, UT

Registration

CRD #4246539 · GRINNELL CAPITAL, LLC · 23 years registered

Brand Profile

Not yet started

Career History

GRINNELL CAPITAL, LLC

Mar 2021 – present

MML INVESTORS SERVICES, LLC

Mar 2018 – Jan 2020

GREENWOOD VILLAGE, CO

RBC CAPITAL MARKETS, LLC

Mar 2015 – Oct 2017

DENVER, CO

TENZING CAPITAL, LLC

Apr 2011 – Apr 2015

BOISE, ID

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Nov 2010

BOISE, ID

CITIGROUP GLOBAL MARKETS INC.

Jan 2003 – Jun 2009

BOISE, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · January 3, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRINNELL CAPITAL, LLC

CRD 311742 · SEC 801-120358

AUM

$6M

Regulatory assets under management

Employees

24 client accounts

Services offered by GRINNELL CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GRINNELL CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Frank B Grinnell offer?

Frank B Grinnell specializes in Investment Management, Fee-Only Advisory. Contact their office in PARK CITY, Utah for a consultation.

What are Frank B Grinnell's credentials?

Frank B Grinnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank B Grinnell located?

Frank B Grinnell is based in PARK CITY, Utah, working with GRINNELL CAPITAL, LLC. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.

How does Frank B Grinnell charge for services?

Frank B Grinnell'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 GRINNELL CAPITAL, LLC?

GRINNELL CAPITAL, LLC has approximately 2 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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