Winfield
Grimm
Ropes Wealth Advisors
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About this Advisor
Winfield Grimm is a financial advisor who works in Boston, Massachusetts with a total of 7 years of relevant experience. Grimm is an employee of Ropes Wealth Advisors. During their career, Grimm has held roles at Aig, L-3 Communications, Elk Creek Ranch, Northeastern University and Ropes Wealth Advisors LLC. Grimm holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Massachusetts. Ropes Wealth Advisors is a firm that has its headquarters in Boston, MA. It oversees $7 billion in total assets between its 3,632 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 3,632 accounts, 68% are held by high-net-worth individuals who have more than $1 million in assets. Ropes Wealth Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely depend on which services the firm provides the client. However, fees charged by Ropes Wealth Advisors most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ropes Wealth Advisors Brokerage Details
$6,468,204,099
41
3,632
$1,780,893
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Winfield Grimm Work History
Winfield has been registered as a financial advisor for 7 years.*
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC
Aig
Elk Creek Ranch
L-3 Communications
Elk Creek Ranch
Northeastern University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Winfield Grimm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ropes Wealth Advisors
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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