Patrick Dominic Melvin
Investment adviser representative at Grimes & Company
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Grimes & CompanyMar 2026 to now
- Brighton JonesJan 2023 to Mar 2026
- The Vanguard Group, Inc.Mar 2022 to Dec 2022
- Modera Wealth Management, LLCOct 2015 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 5679982
- Firm CRD
- 109420