Brendan Richard Shea
Investment adviser representative at Grimes & Company
10 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
10 years in the industry.
- Grimes & CompanyMar 2026 to now
- Heritage Financial ServicesAug 2022 to Mar 2026
- Fp Solutions RiMay 2021 to Aug 2022
- Bryant UniversityAug 2017 to May 2021
- Bishop Feehan High SchoolMar 2016 to Aug 2017
Designations
- CFP® certification
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
- 7254130
- Firm CRD
- 109420