Blaise Grippa

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CRD#: 2935973

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Blaise Grippa, who also goes by Blaise Daniel Grippa, was a registered financial professional .

Blaise is a previously registered financial professional and started their career in finance in 1999. Blaise had worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 9, 2024 - August 5, 2026

ACCORDANT INVESTMENTS LLC

RIA

CRD#: 325678

HIGHTSTOWN, NJ

Past

September 8, 2023 - August 4, 2026

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

December 5, 2019 - September 6, 2023

FORESIDE FINANCIAL SERVICES, LLC

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

CRD#: 283881

WHITE PLAINS, NY

Past

October 3, 2016 - March 29, 2017

AXIOM CAPITAL MANAGEMENT, INC.

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.

CRD#: 7369

HOUSTON, TX

Past

January 27, 2010 - September 13, 2010

ARTISAN PARTNERS DISTRIBUTORS LLC

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

CRD#: 6627

NEW YORK, NY

Past

April 25, 2007 - August 1, 2008

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

January 1, 2005 - April 30, 2007

JPMORGAN DISTRIBUTION SERVICES, INC.

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.

CRD#: 102920

NEW YORK, NY

Past

August 26, 1999 - July 26, 2001

MORGAN STANLEY DW INC.

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/22/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/6/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/1999

General Securities Representative Examination

Current Firm

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

SEC notice filing (4 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	2
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.

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Advisor Monitoring

Firm Stability Insights

Blaise Grippa

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALPS DISTRIBUTORS, INC.

FORESIDE FINANCIAL SERVICES, LLC

IDR INVESTMENT MANAGEMENT, LLC

ASCENDANT ALTERNATIVE STRATEGIES, LLC

AXIOM CAPITAL MANAGEMENT, INC.

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

ARTISAN PARTNERS DISTRIBUTORS LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

JPMORGAN DISTRIBUTION SERVICES, INC.

ROBERT FLEMING INC.

J.P. MORGAN INVESTMENT MANAGEMENT INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ACCORDANT INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/2002

Series 63

Date: 9/3/1999

SIE

Date: 6/6/2018

Series 7

Date: 8/25/1999

Current Firm

ACCORDANT INVESTMENTS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCORDANT INVESTMENTS LLC

TRUST BUT VERIFY

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