Christopher Sean Deeley
Investment adviser representative at Grimes & Company
1 yearExperience
2 statesRegistered in
CFADesignation
$6.3BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
1 year in the industry.
- Grimes & Company, Inc.Dec 2017 to now
- Adviser Investments, LLCFeb 2017 to Dec 2017
- Braver Wealth Management, LLCFeb 2016 to Feb 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Grimes & Company
Legal name: Grimes & Company Wealth Management, LLC
$6.3BAssets managed
3,764Clients
38Advisers
26 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
- 5536223
- Firm CRD
- 109420