Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

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
Are You
Winfield Craven Grimm?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Winfield Grimm

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 4, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/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
    • $4.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $1.5M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
Other Advisors in Your Area
  • Peter Joseph Dellagrotte
    Wealth Management Advisers, LLC
    Westport, CT
    View Profile
  • Carl August Friedrich
    Woodbury, NY
    View Profile
  • Charles Joseph Massimo
    Cjm Fiscal Management, Inc.
    Deer Park, NY
    View Profile
  • Patricia Rosaleen Vitale
    Total Financial Advisors, LLC
    Bethpage, NY
    View Profile
  • Theodore Robert Fisher
    J.P. Morgan Securities LLC
    Los Angeles, CA
    View Profile
  • Darrin Michael Bradley
    Securian Financial Services, Inc.
    Neptune, NJ
    View Profile