Dave Grimes (CRD# 6636123) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Albany, NY and has over 7 years of experience in the finance industry.
CRD# 6468527
Atlas Private Wealth Management, LLC
CRD# 4293316
Del-sette Capital Management, LLC
CRD# 5163406
Fenimore Asset Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Albany, NY | Mar 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham, NY | Apr 2016 - Mar 2023 | 6 |
| Bank Of America, N.a. | Latham, NY | Nov 2013 - Mar 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- NY
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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