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BG

Blaise Grippa

ACCORDANT INVESTMENTS LLC
HIGHTSTOWN, NJ
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CRD#: 2935973
BG

Professional summary


Blaise Grippa, who also goes by Blaise Daniel Grippa, is a registered financial advisor currently at ACCORDANT INVESTMENTS LLC located in Hightstown, New Jersey and ALPS DISTRIBUTORS, INC. located in Scottsdale, Arizona.

Blaise is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Blaise has worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Blaise Daniel Grippa

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ACCORDANT INVESTMENT, INVESTMENT RELATED, 6710 E CAMELBACK RD SUITE 100 SCOTTSDALE AZ 85251, REGISTERED INVESTMENT ADVISOR, EXECUTIVE DIRECTOR, 08/15/2018, 160 HRS/MON, 130 HRS/MON DURING TRADING, RAISE CAPITAL FOR REGISTERED FUND THROUGH INTERMEDIARIES LIKE ADVISORS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Blaise Grippa's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 9, 2024 - Present

ACCORDANT INVESTMENTS LLC

RIA
CRD#: 325678
HIGHTSTOWN, NJ
Current

September 8, 2023 - Present

ALPS DISTRIBUTORS, INC.

Office #1: 6710 E. Camelback Suite 100, Scottsdale, AZ 85251
BD
CRD#: 16853
Scottsdale, AZ
Past

December 5, 2019 - September 6, 2023

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
New York, NY
Past

August 30, 2018 - September 7, 2023

IDR INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 286208
New York, NY
Past

March 26, 2017 - June 6, 2018

ASCENDANT ALTERNATIVE STRATEGIES, LLC

BD
CRD#: 283881
WHITE PLAINS, NY
Past

October 3, 2016 - March 29, 2017

AXIOM CAPITAL MANAGEMENT, INC.

BD
CRD#: 26580
NEW YORK, NY
Past

September 27, 2010 - September 7, 2016

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
Highstown, NJ
Past

September 27, 2010 - September 7, 2016

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

January 27, 2010 - September 13, 2010

ARTISAN PARTNERS DISTRIBUTORS LLC

BD
CRD#: 45446
NEW YORK, NY
Past

August 6, 2008 - May 8, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

August 6, 2008 - May 8, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

April 25, 2007 - August 1, 2008

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
NEW YORK, NY
Past

January 1, 2005 - April 30, 2007

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
NEW YORK, NY
Past

November 18, 2002 - September 9, 2003

ROBERT FLEMING INC.

RIA
CRD#: 1711
NEW YORK, NY
Past

October 28, 2002 - August 4, 2008

J.P. MORGAN INVESTMENT MANAGEMENT INC.

RIA
CRD#: 107038
NEW YORK, NY
Past

August 20, 2001 - January 1, 2005

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
NEW YORK, NY
Past

August 26, 1999 - July 26, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ACCORDANT INVESTMENTS LLC
ACCORDANT ADVISORS LLC | ACCORDANT INVESTMENTS LLC

CRD#: 325678 / SEC#: 801-128031

RIA
Registered Investment Advisory firm - (6/20/2023 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/8/2023)
RR
Alaska
(9/8/2023)
RR
Arizona
(9/8/2023)
IAR
Arizona
(4/26/2024)
RR
Arkansas
(9/8/2023)
RR
California
(9/8/2023)
RR
Colorado
(9/8/2023)
RR
Connecticut
(9/8/2023)
RR
Delaware
(9/8/2023)
RR
District of Columbia
(9/8/2023)
RR
Florida
(9/8/2023)
RR
Georgia
(9/8/2023)
RR
Hawaii
(9/8/2023)
RR
Idaho
(9/8/2023)
RR
Illinois
(9/8/2023)
RR
Indiana
(9/8/2023)
RR
Iowa
(9/8/2023)
RR
Kansas
(9/8/2023)
RR
Kentucky
(9/8/2023)
RR
Louisiana
(9/8/2023)
RR
Maine
(9/8/2023)
RR
Maryland
(9/8/2023)
RR
Massachusetts
(9/8/2023)
RR
Michigan
(9/8/2023)
RR
Minnesota
(9/8/2023)
RR
Mississippi
(9/8/2023)
RR
Missouri
(9/8/2023)
RR
Montana
(9/8/2023)
RR
Nebraska
(9/8/2023)
RR
Nevada
(9/8/2023)
RR
New Hampshire
(9/8/2023)
RR
New Jersey
(9/8/2023)
IAR
New Jersey
(4/9/2024)
RR
New Mexico
(9/8/2023)
RR
New York
(9/8/2023)
RR
North Carolina
(9/8/2023)
RR
North Dakota
(9/8/2023)
RR
Ohio
(9/8/2023)
RR
Oklahoma
(9/8/2023)
RR
Oregon
(9/8/2023)
RR
Pennsylvania
(9/8/2023)
RR
Rhode Island
(9/8/2023)
RR
South Carolina
(9/8/2023)
RR
South Dakota
(9/8/2023)
RR
Tennessee
(9/8/2023)
RR
Texas
(9/8/2023)
RR
Utah
(9/8/2023)
RR
Vermont
(9/8/2023)
RR
Virginia
(9/8/2023)
RR
Washington
(9/8/2023)
RR
West Virginia
(9/8/2023)
RR
Wisconsin
(9/8/2023)
RR
Wyoming
(9/8/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/22/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AI
ACCORDANT INVESTMENTS LLC
ACCORDANT ADVISORS LLC | ACCORDANT INVESTMENTS LLC

CRD#: 325678 / SEC#: 801-128031

RIA
Registered Investment Advisory firm - (6/20/2023 Approved)
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Contact information


Main Address
6710 E. Camelback Rd, Suite 100, Scottsdale, AZ 85251-2031
Mailing Address
Phone number
(602) 609-2193
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 163,975,639

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ACCORDANT INVESTMENTS LLC

CRD#: 325678Hightstown, NJ

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