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Michael Davide, portrait

Michael Davide

Chief Compliance Officer at Grimes & Company Wealth Management

Broker registration; no current adviser registrationUpdated

Michael Davide is Chief Compliance Officer of Grimes & Company Wealth Management, LLC, a Westborough investment adviser managing $6.3B. Michael Davide has a current broker registration and no current investment-adviser registration and has passed the Series 63, Series 7 and Series 24.

3
Licensing exams

From the IAPD record, checked 22 October 2026SEC record

Career

Michael Davide has been Chief Compliance Officer of Grimes & Company Wealth Management since July 2016, is a control person of the firm and directly owns under 5% of it. Michael Davide holds a BS from Suffolk University and a Master's Degree in Business Administration from Suffolk University.

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.

Michael Davide is Chief Compliance Officer of Grimes & Company, responsible for all compliance matters including regulatory liaison. He joined the firm in 2014 after holding various roles in financial services since 1993.

No adviser firm registrations are on Michael Davide’s record.

Credentials and registrations

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 2427 May 2015
Name
General Securities Principal Examination
Series 76 April 2015
Name
General Securities Representative Examination
Series 6319 August 1998
Name
Uniform Securities Agent State Law Examination

Key facts

Full name
Michael Joseph Davide
CRD
2890689
Role
Chief Compliance Officer
Registration
Broker registration; no current adviser registration
Disciplinary history
Not yet shown here · SEC record · BrokerCheck
Firm bio
grimesco.com

Common questions

Where does Michael Davide work?

Michael Davide has been Chief Compliance Officer of Grimes & Company Wealth Management, LLC since July 2016, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 September 2026

Does Michael Davide have a current investment-adviser registration?

Michael Davide has a current broker registration and no current investment-adviser registration.

Source: IAPD individual record, checked 22 October 2026

What exams has Michael Davide passed?

Michael Davide has passed 3 licensing exams: the Series 63, Series 7 and Series 24. The earliest, the Series 63, was passed in August 1998. FINRA credited Michael Davide with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Is Michael Davide registered with FINRA?

Yes. Michael Davide has a current broker registration, under CRD 2890689.

Source: FINRA BrokerCheck

How can I verify Michael Davide’s record?

Search CRD 2890689 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Davide’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Grimes & Company Wealth Management

Sources

  1. IAPD individual record, CRD 2890689, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Grimes & Company Wealth Management, LLC, filed 30 September 2026. Title, control and ownership bands.
  3. Grimes & Company Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.