William Grinnell (CRD# 1797324) is an Investment Advisor Representative working at Catalytic Wealth Management in Jupiter, FL and has over 35 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Catalytic Wealth Management | Cambridge, MA | Nov 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Palm Beach, FL | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | Boston, MA | Feb 2018 - Sep 2023 | 5 |
| First Republic Securities Company, LLC | Boston, MA | Feb 2018 - Sep 2023 | 5 |
| Wells Fargo Clearing Services, LLC | Boston, MA | Nov 2016 - Feb 2018 | 1 |
| Wells Fargo Advisors LLC | Boston, MA | Jan 2016 - Nov 2016 | < 1 |
| Credit Suisse Securities (usa) LLC | Boston, MA | Aug 2008 - Feb 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management1,715MILLIONS
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Total Number of Accounts676ACCOUNTS
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Average Account Value$2,536,711
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, TX, WA, WY
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