Todd Andrew Herman
Investment adviser representative at Grimes & Company
12 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
12 years in the industry.
- Grimes & Company, Inc.May 2022 to now
- Icapital, LLCSep 2020 to Apr 2022
- Kaplan College for Financial PlanningApr 2020 to Sep 2020
- Boston UniversityJan 2019 to Apr 2020
- Siharum AdvisorsMar 2018 to May 2020
- Vanderweil EngineersSep 2017 to Mar 2018
- Boston CollegeSep 2014 to Dec 2017
- Tro-jung BrannenAug 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser 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
- 7313181
- Firm CRD
- 109420