Amy Grieves, financial advisor Chapel Hill NC

Amy Grieves

CRD Number: 3069877
Current Firm: Infinex Investments, Inc.

Amy Grieves (CRD# 3069877) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chapel Hill, NC and has over 24 years of experience in the finance industry. Amy Grieves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bank Of Southside Virginia Colonial Heights, VA Jan 2017 - Current 5
Infinex Investments, Inc. Meriden, CT Jan 2017 - Current 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2017 2
Morgan Stanley Richmond, VA Apr 2014 - Dec 2016 2
Vfa Richmond, VA Dec 2001 - Mar 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Feb 2004
Contact Info for Amy C. Grieves
Phone Number: 203-599-6000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    2,835
    MILLIONS
  • Total Number of Accounts
    9,010
    ACCOUNTS
  • Average Account Value
    $314,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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