Grigoriy Grinshteyn has been an investment adviser representative at Cadence Wealth Management since March 2016, and is not listed among the firm’s executive officers or direct owners.
Cadence Wealth Management LLC is a Westborough, MA firm with $448M under management, 696 clients and 6 advisers in one office, as of its March 2026 filing.
- – present · 10 yearsWestborough, MA · Adviser representative · Firm CRD 155080
Investment adviser representative registrations
Grigoriy Grinshteyn is registered as an investment adviser representative in Massachusetts, since March 2016.
- MassachusettsSince 16 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 July 2005 |
| Series 7 | General Securities Representative Examination | 13 July 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4965008
- Firm
- Cadence Wealth Management · CRD 155080
- Office
- 1800 WEST PARK DRIVE, SUITE 330, Westborough, MA 01581
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Grigoriy Grinshteyn work?
Grigoriy Grinshteyn is an investment adviser representative registered through Cadence Wealth Management LLC since March 2016, and is not listed among the firm’s executive officers or direct owners.
Is Grigoriy Grinshteyn a financial advisor?
Yes. Grigoriy Grinshteyn has a current investment-adviser registration in Massachusetts, through Cadence Wealth Management since March 2016.
How many years of experience does Grigoriy Grinshteyn have?
Grigoriy Grinshteyn has 21 years in the financial industry, since July 2005, across 1 adviser firm.
What exams has Grigoriy Grinshteyn passed?
Grigoriy Grinshteyn has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2005. FINRA credited Grigoriy Grinshteyn with the SIE, which began in October 2018.
Where is Grigoriy Grinshteyn based?
Grigoriy Grinshteyn’s registered office is in Westborough, MA.
Is Grigoriy Grinshteyn registered with FINRA?
Yes. Grigoriy Grinshteyn has a current broker registration, under CRD 4965008.
Source: FINRA BrokerCheck
How can I verify Grigoriy Grinshteyn’s record?
Search CRD 4965008 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Grigoriy Grinshteyn’s full registration record.