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Edward Grimpe

Kestra Advisory Services, LLC
30 Years of Experience
Boca Raton, FL
3 DisclosuresBroker
View SEC Summary
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Edward Grimpe is a registered investment advisor at Kestra Advisory Services, LLC, based in Boca Raton, FL, with 30 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

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

Location

2424 North Federal Highway, Suite 400, Boca Raton, FL, 33431

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2025
Final
Judgment / Lien
June 2025
Financial
July 2024
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward works full-time as an Investment Advisor Representative (IAR) with Kestra Advisory Services. He also works about a quarter of his time as a Yacht Sales Representative and spends minimal time as a Partner at Blackpoint Capital, LLC, assisting with administration and coordination.

Employment History
Current Registrations
Kestra Advisory Services, LLC
October 2024 - Present · 2 yrs
Kestra Investment Services, LLC
October 2024 - Present · 2 yrs
Kestra Investment Services, LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
B. Riley Wealth Advisors, INC.
August 2022 - October 2024 · 2 yrs 2 mos
B Riley Wealth Management
September 2020 - December 2022 · 2 yrs 3 mos
B. Riley Wealth ManagementBroker
September 2020 - October 2024 · 4 yrs 1 mo
Bb&t Securities, LLC
May 2013 - September 2020 · 7 yrs 4 mos
Bb&t Securities, LLCBroker
May 2013 - September 2020 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2007 - May 2013 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1996 - May 2013 · 16 yrs 11 mos
State Registrations7 states
FLGAINMNNVNYSC
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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