Lewis Gridley (CRD# 1059530) is an Investment Advisor Representative working at Gridley Associates Inc. in Sausalito, CA and has over 41 years of experience in the finance industry. Lewis Gridley 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gridley Associates Inc. | San Francisco, CA | Nov 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1982 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- CA
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Total Assets Under Management90MILLIONS
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Total Number of Accounts34ACCOUNTS
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Average Account Value$2,648,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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