DR
DR

David Reville

11 Years of Experience
Pawtucket, RI

David Reville is a registered investment advisor at Grand Street Investors, based in Pawtucket, RI, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $27M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$27.3M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1005 Main Street, Suite 1206, Pawtucket, RI, 02860

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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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Employment History
Current Registrations
Grand Street Investors
September 2014 - Present · 11 yrs 8 mos
State Registrations1 state
RI
Advisor

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.
David Reville - Financial Advisor | TrueAdvisor