Kevin Timothy Grimes

Employer firm

Grimes & Company CRD 109420

$6.30B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1999 → Present
  Grimes & Company, Inc.
  Westborough, MA
• 03/2017 → 08/2021
  Mid Atlantic Capital Corporation
  Sacramento, CA

Other Businesses

1) NORTH HILL; NOT INVESTMENT-RELATED; 865 CENTRAL AVE, NEEDHAM, MA 02492; CHARITABLE ORGANIZATION; BOARD MEMBER; STARTED 05/2017; APPROXIMATELY 5 HOURS PER MONTH, ZERO HOURS DURING SECURITIES TRADING HOURS. 2) BABSON ENDOWMENT COMMITTEE; INVESTMENT RELATED; 231 FOREST ST, WELLESLEY, MA 02457; COMMITTEE MEMBER; STARTED 01/2022; APPROXIMATELY 8 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-12
• S63 Uniform Securities Agent State Law Examination
  1997-11-25

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Kevin Timothy Grimes