Vincent Grimaldi
Vincent Grimaldi is a registered investment advisor at Cetera Investment Advisers LLC, based in Framingham, MA, with 27 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
40 Speen Street, Suite 202, Framingham, MA, 01701
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2006Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Vincent is an insurance agent selling life, health, annuities, and long-term care insurance since 2018. He is also a VP and financial advisor at Northeast Investment Advisors, dedicating minimal time to investment advice and insurance planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Citizens Securities, INC.
Citizens Securities, INC.Broker
Santander Securities
Santander Securities LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
First Midamerica Investment CorporationBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
Citizens Investment Services CORP.Broker
Morgan Stanley Dw INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 states
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.