Michael Grinnon, financial advisor Plano TX
93 score

Michael Grinnon

CRD Number: 5415857
Current Firm: Eagle Strategies LLC

Michael Grinnon (CRD# 5415857) is an Investment Advisor Representative working at Eagle Strategies LLC in Plano, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Vienna, VA Aug 2010 - Current 6
Nylife Securities LLC Vienna, VA Sep 2007 - Current 9
New York Life Insurance Co Vienna, VA Aug 2007 - Current 9
Mahoney Financial Organization, LLC Ft. Lauderdale, FL Nov 2010 - Jan 2013 2
Avenue Wealth Vienna, VA Apr 2010 - Jan 2013 2
Cornerstone Mareting Solutions Bethesda, MD Sep 2006 - Aug 2007 < 1
Unemployed Arlington, VA Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Michael R. Grinnon
Phone Number: (888) 695-3245
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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