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Overview
Description
Winfield Grimm is a financial professional at Ropes Wealth Advisors LLC, a $4B RIA based in Boston, MA. Winfield has held an industry securities registration for 3 years and is subject to SEC oversight....Information
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other namesN/A
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Other FirmsN/A
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doing business asN/A
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typeRIA
Location
PRUDENTIAL TOWER
800 BOYLSTON STREET
Boston,
MA
02199
N/A
Services
Advisor Services
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Funds
Funds Used With Clients
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Firm Client types
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Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| Elk Creek Ranch | 2 months | Jun 2014 - Aug 2014 |
| AIG | 5 months | Jan 2014 - Jun 2014 |
| Elk Creek Ranch | 2 months | Jun 2013 - Aug 2013 |
| L-3 Communications | 5 months | Jan 2013 - Jun 2013 |
| Elk Creek Ranch | 2 months | Jun 2012 - Aug 2012 |
| Elk Creek Ranch | 1 month | Jun 2011 - Jun 2011 |
| Gannon Benjamin Marine Railway | 1 month | May 2011 - Jun 2011 |
| Northeastern University | 4 years, 8 months | Sep 2010 - May 2015 |
| Elk Creek Ranch | 2 months | Jun 2010 - Aug 2010 |
| Vineyard Youth Tennis | 2 years, 9 months | Sep 2007 - Jun 2010 |
| Martha's Vineyard Public Schools | 4 years, 9 months | Sep 2005 - Jun 2010 |
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Winfield Craven Grimm?
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Designations & Memberships
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Articles and Answers
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Licenses & Conducts
U.S. Securities and Exchange Commission
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license statusRegistered
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disclosuresNone
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as of dateAug 4, 2019
FINRA
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license statusNot registered
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disclosuresNone
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as of dateN/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
Assets
Ropes Wealth Advisors LLC
Last updated on March 28, 2019
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$4.3BTotal Assets Under Management
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N/ATotal Assets Under Advisement
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3KAccounts
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$1.5MEstimated Average Account Balance
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Fees
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees
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