Kristin Greim, financial advisor Blue Bell PA

Kristin Greim

CRD Number: 3151105
Current Firm: Usi Advisors

Kristin Greim (CRD# 3151105) is an Investment Advisor Representative working at Usi Advisors in Blue Bell, PA and has over 4 years of experience in the finance industry.

Similar Advisors
Inas Abas, financial advisor Blue Bell PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Blue Bell PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Joseph Abbruzzi, financial advisor Blue Bell PA
Joseph R. Abbruzzi
CRD# 1272342
Lpl Financial LLC
Company Name Location Dates Years
Usi Securities, Inc. Glastonbury, CT Aug 2019 - Current 1
Usi Consulting Group, Inc. Glastonbury, CT Aug 2019 - Current 1
The Vanguard Group, Inc. Malvern, PA Jun 2016 - May 2019 2
The Vanguard Group, Inc. Malvern, PA Oct 1998 - Jun 2016 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Kristin N. Greim
Phone Number: 860-633-5283
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    23,375
    MILLIONS
  • Total Number of Accounts
    837
    ACCOUNTS
  • Average Account Value
    $27,927,267
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.