Grandfield & Dodd, LLC

Grandfield & Dodd, LLC (CRD# 110971) is a financial advisory firm headquartered in New York, NY. They manage $981,946,197 in 1,079 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    982
    MILLION
  • Total Number of Accounts
    1,079
    ACCOUNTS
  • Average Account Value
    $910,052
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, NH, NJ, NY, PA, RI, TN, TX, VA, VT, WA

Financial Advisors at Grandfield & Dodd, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cheryl L. Grandfield
CRD#: 2191534
40 Wall Street, Suite 4700, New York, NY 10005
93
Wealthminder
score

Cheryl Grandfield (CRD# 2191534) is an Investment Advisor Representative working at Grandfield & Dodd, LLC in New York, NY and has over 25 years of experience in the finance industry.

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