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Michael Glenn Grinnell

Osaic Wealth, Inc.

Vienna, VA

Melrose, MA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-24
VA RA APPROVED 2025-01-24
  • MA RA
    APPROVED
    Since 2025-01-24
  • VA RA
    APPROVED
    Since 2025-01-24

Branch Locations

8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States

1 W. Foster Street 2Nd Floor, Suite 14, Melrose, MA 02176 • 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
Lincoln Financial Advisors Corporation Melrose MA 08/1998 01/2025
Osaic Wealth, Inc. Vienna VA 01/2025 Present
  • 08/1998 → 01/2025
    Lincoln Financial Advisors Corporation
    Melrose, MA
  • 01/2025 → Present
    Vienna, VA
Previous Registrations
  • 1999-03-11 → 2025-01-24
    Osaic Fa, Inc.
    Vienna, VA
    Melrose, MA
    Vienna, VA
    Boston, MA
Other Businesses

1) MICHAEL GRINNELL 1 W. FOSTER STREET 2ND FLOOR, SUITE 14 MELROSE, MA 02176 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS TRADITIONAL LIFE INSURANCE, ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, LONG TERM CARE INSURANCE, AND FIXED ANNUITIES. START DATE: 01/01/1993 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 2) MICHAEL G. GRINNELL 1 W. FOSTER STREET 2ND FLOOR, SUITE 14 MELROSE, MA 02176 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF COMMISSION-BASED GROUP BENEFITS (MEDICAL, LIFE, DISABILITY, DENTAL, LONG-TERM CARE) AND HEALTH SAVINGS ACCOUNTS. START DATE: 01/01/1995 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 3) MICHAEL G. GRINNELL / OUTSIDE GROUP INSURANCE BROKERAGE POSITION: Agent NATURE: In the context of my normal work with business owner/corporate clients, I assist them in evaluating and installing various types of group insurance (medical, life, disability, dental, long-term care, etc). INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1995 ADDRESS: 1 W Foster St, 2nd FLOOR Ste 14, Melrose MA 02176, United States DESCRIPTION: Aid clients in selecting appropriate types and levels of coverage, assist in the application/underwriting process, and provide ongoing service. 4) MICHAEL G. GRINNELL / OUTSIDE FIXED INSURANCE BROKERAGE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1993 ADDRESS: 1 W Foster St, 2nd Floor Ste 14, Melrose MA 02176, United States DESCRIPTION: Aid clients in selecting appropriate types and levels of coverage, assist in the application/underwriting process, and provide ongoing policy service.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-11
S63 Uniform Securities Agent State Law Examination 1993-03-30
  • S65 Uniform Investment Adviser Law Examination
    1999-02-11
  • S63 Uniform Securities Agent State Law Examination
    1993-03-30
Designations
Other Names
  • Michael G Grinnell

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