Kevin B Morrissey

400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Grimes & Company, Inc.	Westborough	MA	07/2015	06/2021
Lido Advisors, Llc	Boston	MA	11/2021	02/2022
Unemployed	Boston	MA	06/2021	11/2021
Lido Advisors, Llc	Boston	MA	02/2022	10/2023
Connectus Wealth	Greenwich	CT	12/2023	06/2024
Kovitz Investment Group Partners, Llc	Duxbury	MA	06/2024	Present

2024-07-17 → 2024-12-31

Northcoast Asset Management Llc

Duxbury, MA
2024-01-10 → 2024-07-25

Connectus Wealth

Doxbury, MA
2022-03-03 → 2023-11-16

Lido

Boston, MA

Los Angeles, CA
2015-08-14 → 2021-06-23

Grimes & Company

Westborough, MA
2011-09-06 → 2015-07-30

Wellesley Asset Management, Inc.

Portsmouth, NH
2009-03-18 → 2011-08-23

Edward Jones

St Louis, MO

Hingham, MA

Scituate, MA
2008-05-06 → 2009-02-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-05-02
S63	Uniform Securities Agent State Law Examination	2002-05-15