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RG
CFP
RG
CFP

R Grenier

LPL Financial LLC
42 Years of Experience
Wethersfield, CT
BrokerSells Insurance
View SEC Summary
View SEC Summary

R Grenier is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wethersfield, CT, with 42 years of industry experience. R is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

265 Main Street, Wethersfield, CT, 06109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

R has been involved in insurance sales since 1984, selling long-term care, life, disability, and fixed annuity products. R also dedicates about 10-20% of their time to financial services and insurance through Wethersfield Investment Center and is the owner of Grenier Financial Advisors, spending more than full-time hours on financial services.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Cadaret Grant & CO INC
May 2006 - July 2025 · 19 yrs 2 mos
Cadaret, Grant & CO., INC.Broker
June 2004 - July 2025 · 21 yrs 1 mo
Walnut Street Securities, INC.Broker
August 2003 - July 2004 · 11 mos
Grenier Baker & Associates, INC
August 2001 - September 2004 · 3 yrs 1 mo
Nathan & Lewis Securities, INC.
February 1993 - January 2003 · 9 yrs 11 mos
Nathan & Lewis Securities, INC.Broker
September 1990 - August 2003 · 12 yrs 11 mos
Dean Witter Reynolds INC.Broker
November 1987 - September 1990 · 2 yrs 10 mos
E. F. Hutton & Company INCBroker
June 1986 - November 1987 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1984 - June 1986 · 1 yr 10 mos
State Registrations23 states
AZCACOCTFLGAILMAMDMENCNENHNJNYOHPAPRRISCVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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