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Justin Andrew Grinstead

Grinstead Wealth Management

Albuquerque, NM

CRD 6102778

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Employer firm

Grinstead Wealth Management CRD 334096

$7.47M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Grinstead Wealth Management

6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-10
NM RA APPROVED 2025-02-05
  • AZ RA
    APPROVED
    Since 2025-12-10
  • NM RA
    APPROVED
    Since 2025-02-05

Branch Locations

6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110 • 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
Charles Schwab & Co., Inc. Albuquerque NM 07/2012 12/2024
Charles Schwab Bank Albuquerque NM 09/2014 02/2025
Grinstead Wealth Management, Llc Albuquerque NM 02/2025 Present
  • 07/2012 → 12/2024
    Charles Schwab & Co., Inc.
    Albuquerque, NM
  • 09/2014 → 02/2025
    Charles Schwab Bank
    Albuquerque, NM
  • 02/2025 → Present
    Grinstead Wealth Management, Llc
    Albuquerque, NM
Previous Registrations
  • 2014-06-23 → 2025-02-19
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    New York City, NY
    Corte Madera, CA
    Corte Madera, CA
    Corte Madera, CA
    Oklahoma City, OK
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-20
S63 Uniform Securities Agent State Law Examination 2012-12-21
  • S66 Uniform Combined State Law Examination
    2014-06-20
  • S63 Uniform Securities Agent State Law Examination
    2012-12-21

View on SEC IAPD

Nearby Firms

AAN WEALTH ADVISORS LLC
DXD CAPITAL
ALLWORTH FINANCIAL, L.P.

Nearby Investors

SUSAN MARIE MORRISON
DONALD AUSTIN MCDANIEL
KIRK RANDOLPH HUDSON

Nearby Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM

More in Albuquerque, NM

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