Best Investors Account Sign in
Inactive

Theodore P Grigsby

Fiduciary Consulting Group

Portland, OR

Claim This Profile
Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-14
OR RA APPROVED 2020-01-08
  • TX RA
    APPROVED_RES
    Since 2021-12-14
  • OR RA
    APPROVED
    Since 2020-01-08

Branch Locations

9755 Sw Barnes Road Suite 660, Portland, OR 97225 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Anderson Fisher, Llc Lake Oswego OR 01/2007 11/2019
Morgan Stanley Institutional Investment Advisors Llc Portland OR 01/2020 Present
  • 01/2007 → 11/2019
    Anderson Fisher, Llc
    Lake Oswego, OR
  • 01/2020 → Present
    Morgan Stanley Institutional Investment Advisors Llc
    Portland, OR
Previous Registrations
  • 2010-05-21 → 2019-11-20
    Human Investing
    Lake Oswego, OR
    Lake Oswego, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-20
S63 Uniform Securities Agent State Law Examination 2007-03-15
  • S65 Uniform Investment Adviser Law Examination
    2010-05-20
  • S63 Uniform Securities Agent State Law Examination
    2007-03-15
Other Names
  • Ted P Grigsby
  • Theodore Patrick Grigsby

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor