Cheryl Lee Grandfield
Investment adviser representative at Grandfield & Dodd, LLC
25 yearsExperience
2 statesRegistered in
CFADesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Grandfield & Dodd, LLCMar 2001 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Grandfield & Dodd, LLC
$2.2BAssets managed
769Clients
4Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2191534
- Firm CRD
- 110971