Carmen Grinkis, financial advisor Westborough MA
90 score

Carmen Grinkis

CRD Number: 6281958
Current Firm: Aafcpas Wealth Management

Carmen Grinkis (CRD# 6281958) is an Investment Advisor Representative working at Aafcpas Wealth Management in Westborough, MA and has 1 year of experience in the finance industry. Carmen Grinkis 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
Highsight, LLC Westborough, MA Feb 2016 - Current 2
Income Protection Partners Tiverton, RI Feb 2010 - Current 8
Us Financial Advisors, LLC Braintree, MA Dec 2013 - Jan 2016 2
Grinkis Insurance Agency Tiverton, RI Feb 2001 - Feb 2010 9
Corporate Compensation Plans Danbury, CT Dec 2008 - Dec 2009 1
Roster Financial Voorheese, NJ Apr 2007 - Aug 2008 1

Carmen Grinkis has no recent exams reported.
Contact Info for Carmen M. Grinkis
Phone Number: 781-965-9100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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

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