R Grenier, financial advisor Springfield MA
96 score

R Grenier

CRD Number: 1286591
Current Firm: Cadaret Grant & Co Inc.

R Grenier (CRD# 1286591) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Springfield, MA and has over 32 years of experience in the finance industry. R Grenier 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
Cadaret,grant & Company, Inc. Sprinfield, MA Jun 2004 - Current 12
Brp/grenier Financial Springfield, MA Jun 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for R P. Grenier
Phone Number: 315-471-2191
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    18,688
    ACCOUNTS
  • Average Account Value
    $185,929
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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