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Inactive

Sean Thomas Donovan

Grimes & Company

Westborough, MA

Dorchester, MA

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Current Employers
Grimes & Company

One Technology Drive Suite 100, Westborough, MA 01581 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-10-15
  • MA RA
    APPROVED
    Since 2024-10-15

Branch Locations

One Technology Drive Suite 100, Westborough, MA 01581 • United States

Dorchester, MA • 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
Ubs Financial Services, Inc. Boston MA 10/2016 06/2019
Grimes & Company, Inc. Westborough MA 10/2024 Present
Fiduciary Trust Company Boston MA 08/2021 10/2024
Bny Mellon Boston MA 08/2019 08/2021
Unemployed Boston MA 05/2016 10/2016
  • 10/2016 → 06/2019
    Ubs Financial Services, Inc.
    Boston, MA
  • 10/2024 → Present
    Grimes & Company, Inc.
    Westborough, MA
  • 08/2021 → 10/2024
    Fiduciary Trust Company
    Boston, MA
  • 08/2019 → 08/2021
    Bny Mellon
    Boston, MA
  • 05/2016 → 10/2016
    Unemployed
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-19
S66 Uniform Combined State Law Examination 2016-12-01
S63 Uniform Securities Agent State Law Examination 2015-10-20
  • S65 Uniform Investment Adviser Law Examination
    2024-12-19
  • S66 Uniform Combined State Law Examination
    2016-12-01
  • S63 Uniform Securities Agent State Law Examination
    2015-10-20
Designations
Other Names
  • Sean T Donovan

View on SEC IAPD

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NEWEDGE ADVISORS · Westborough, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Westborough, MA
EAGLE STRATEGIES LLC · WESTBOROUGH, MA
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