Eleanor Mary Kreitler
Investment adviser representative at Grimes & Company
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.3BFirm assets
Are you Eleanor Mary Kreitler? Claim your profile
Contact this firm
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
10 years in the industry.
- Grimes & Company, Inc.Mar 2025 to now
- Morgan StanleyDec 2021 to Feb 2025
- Charles Schwab & Co., Inc.Aug 2020 to Oct 2021
- Charles Schwab & Co., Inc.Jun 2019 to Aug 2019
- Eaton PartnersMay 2018 to Aug 2018
- Country Club of FairfieldJun 2017 to Aug 2017
- University of Colorado Call CenterSep 2016 to May 2017
- University of ColoradoAug 2016 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6966161
- Firm CRD
- 109420