Kevin Grimes has been Board Member, Chief Executive Officer and Chief Investment Officer of Grimes & Company Wealth Management since July 2015, is a control person of the firm and directly owns under 5% of it. Kevin Grimes studied at Babson College.
Grimes & Company Wealth Management, LLC is a Westborough, MA firm with $6.3B under management, 3,764 clients and 36 advisers across 31 offices, as of its September 2026 filing.
Kevin Grimes is CEO of Grimes & Company. As CEO, he leads the Investment Team and Investment Council and sits on the Financial Planning Council, Management Team and Executive Council. He is Co-Portfolio Manager on all of the firm's tactical investment strategies. Prior to joining Grimes & Company in 1998, he was an Equity Trader at a large independent brokerage in Boston.
- Grimes & CompanyCurrent– present · 26 yearsWestborough, MA · Adviser representative · Firm CRD 109420
Professional designations
Listed by Grimes & Company Wealth Management
- CFA
- CFP®
Investment adviser representative registrations
Kevin Grimes is registered as an investment adviser representative in Massachusetts, since January 2000.
- MassachusettsSince 1 January 2000
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 November 1997 |
| Series 7 | General Securities Representative Examination | 18 November 1997 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Timothy Grimes
- CRD
- 2967732
- Firm
- Grimes & Company Wealth Management · CRD 109420
- Role
- Board Member, Chief Executive Officer and Chief Investment Officer
- Office
- ONE TECHNOLOGY DRIVE, SUITE 100, Westborough, MA 01581
- Registration
- Investment adviser registration
- In the industry since
- November 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- grimesco.com
Where does Kevin Grimes work?
Kevin Grimes has been Board Member, Chief Executive Officer and Chief Investment Officer of Grimes & Company Wealth Management, LLC since July 2015, and is a control person of the firm.
Is Kevin Grimes a financial advisor?
Yes. Kevin Grimes has a current investment-adviser registration in Massachusetts, through Grimes & Company Wealth Management since January 2000.
How many years of experience does Kevin Grimes have?
Kevin Grimes has 28 years in the financial industry, since November 1997, across 1 adviser firm.
What exams has Kevin Grimes passed?
Kevin Grimes has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 79TO. The earliest, the Series 7, was passed in November 1997. FINRA credited Kevin Grimes with the SIE, which began in October 2018.
Where is Kevin Grimes based?
Kevin Grimes’ registered office is in Westborough, MA.
Is Kevin Grimes registered with FINRA?
No. Kevin Grimes has no current broker registration.
Is Kevin Grimes a CFP?
Grimes & Company Wealth Management lists Kevin Grimes with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is Kevin Grimes a CFA charterholder?
Grimes & Company Wealth Management lists Kevin Grimes with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Kevin Grimes’ record?
Search CRD 2967732 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Grimes’ full registration record.
