Joshua Grimes-Avery

Employer firm

Northstar Financial Companies, Inc. CRD 119396

$519M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 09/2018 → Present
  Blackrock
  Wilmington, DE
• 08/2021 → Present
  Blackrock Investments, Llc
  Wilmington, DE
• 06/2013 → 01/2018
  Barnes & Noble
  Philadelphia, PA
• 01/2018 → 09/2018
  Blackrock Investments, Llc
  Philadelphia, PA

Other Businesses

Employed part-time as a bartender for a catering company

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-14
• S63 Uniform Securities Agent State Law Examination
  2021-12-17

Other Names

• Joshua Grimes-Avery