Grace Waters, financial advisor Boston MA
90 score

Grace Waters

CRD Number: 5937783
Current Firm: Columbia Management Investment Advisers, LLC

Grace Waters (CRD# 5937783) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 4 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Boston MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Boston MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Boston MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Company Name Location Dates Years
Columbia Management Investment Distributors Inc. Boston, MA Jun 2012 - Current 4
Middlebury College Middlebury, VT Sep 2011 - May 2012 < 1
Middlebury College Middlebury, VT Sep 2008 - May 2012 3
Middlebury College Middlebury, VT Nov 2011 - Mar 2012 < 1
Columbia Management Investment Distributors Inc. Boston, MA Jun 2011 - Aug 2011 < 1
Middlebury College Middlebury, VT Nov 2010 - Mar 2011 < 1
Town Of Amherst Recreation Department Amherst, NY Jun 2010 - Aug 2010 < 1
Garret Club Buffalo, NY Jun 2010 - Aug 2010 < 1
Middlebury College Middlebury, VT Nov 2009 - Mar 2010 < 1
Town Of Amherst Recreation Department Amherst, NY Jun 2009 - Aug 2009 < 1
Garret Club Buffalo, NY Jun 2009 - Aug 2009 < 1
Garret Club Buffalo, NY Jun 2008 - Aug 2008 < 1
Nichols School Buffalo, NY Sep 2001 - May 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Grace G. Waters
Phone Number: 800-225-2365
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    338,819
    MILLIONS
  • Total Number of Accounts
    8,954
    ACCOUNTS
  • Average Account Value
    $37,839,978
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Grace Waters and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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.