Kevin Grieve is a registered investment advisor, based in Lincoln, RI, with 21 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Lincoln, RI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin works as a Regional Director at Brandes Investment Partners, LP, promoting mutual funds, SMAs, and ETFs to financial professionals. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Foreside Fund Services, LLC
Foreside Fund Services, LLCBroker
Brandes Investment Partners, LP
Previous Registrations
Alps Distributors, INC.Broker
Quasar Distributors, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fahnestock Asset Management
Oppenheimer & CO. INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 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.
Exams
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