Carmen Grinkis has been an investment adviser representative at AAF Wealth Management since February 2016, and is not listed among the firm’s executive officers or direct owners. Carmen Grinkis holds a Bachelor's degree in Psychology and Philosophy from Clark University, a Master's degree in Clinical Psychology from Duquesne University and a PhD in Clinical Psychology from Duquesne University.
Aaf Wealth Management, LLC is a Westborough, MA firm with $728M under management, 293 clients and 6 advisers in one office, as of its March 2026 filing.
Carmen Grinkis is Wealth Advisor and Co-Managing Partner of AAF Wealth Management. She specializes in comprehensive financial planning solutions for individuals, families, business owners, nonprofits and foundations.
Carmen Grinkis’ longest registration is the current one, 10 years at AAF Wealth Management since 2016. Before joining AAF Wealth Management in 2016, Carmen Grinkis was registered through US Financial Advisors, LLC.
- Aaf Wealth Management, LLCCurrent– present · 10 yearsWestborough, MA · Adviser representative · Firm CRD 164646
- US Financial Advisors, LLC– · 2 yearsBraintree, MA · Adviser representative · Firm CRD 108763
Professional designations
Listed by AAF Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certification in Long-Term Care (CLTC®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Carmen Grinkis is registered as an investment adviser representative in 2 states. The first approvals date from February 2016; the most recent is Rhode Island, in February 2024.
- MassachusettsSince 23 February 2016
- Rhode IslandSince 7 February 2024
Examinations
No examinations are on Carmen Grinkis’s record.
- Full name
- Carmen Marie Grinkis
- CRD
- 6281958
- Firm
- AAF Wealth Management · CRD 164646
- Office
- 50 WASHINGTON STREET, Westborough, MA 01581
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aafwealthmanagement.com
Where does Carmen Grinkis work?
Carmen Grinkis is an investment adviser representative registered through Aaf Wealth Management, LLC since February 2016, and is not listed among the firm’s executive officers or direct owners.
Is Carmen Grinkis a financial advisor?
Yes. Carmen Grinkis has a current investment-adviser registration in Massachusetts and Rhode Island, through AAF Wealth Management since February 2016.
How many years of experience does Carmen Grinkis have?
Carmen Grinkis has 12 years in the financial industry, since January 2014, across 2 adviser firms.
Where did Carmen Grinkis work before AAF Wealth Management?
Before AAF Wealth Management, Carmen Grinkis was registered through US Financial Advisors, LLC, December 2013 to February 2016.
Where is Carmen Grinkis based?
Carmen Grinkis’ registered office is in Westborough, MA.
Is Carmen Grinkis registered with FINRA?
No. Carmen Grinkis has no current broker registration.
Is Carmen Grinkis a CFP?
AAF Wealth Management lists Carmen Grinkis with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Carmen Grinkis’ record?
Search CRD 6281958 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carmen Grinkis’ full registration record.
