Joshua M. Grieves

BOSTONPREMIER WEALTH

Hanover, MA 02339

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CRD#: 4314599

Professional summary

Joshua M Grieves, CFP® is a registered financial advisor currently at BOSTONPREMIER WEALTH located in Hanover, Massachusetts.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Joshua has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1.Fixed insurance sales; as of 11/15/2019; 30% time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Bartlett, NH, as of 11/15/2019; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Co-Owner, 24 Watts Street, LLC, an entity created for the purpose of managing residential real estate in Malden, MA, as of 02/11/2020; 0% of time spent during business hours; Not Conducted at branch; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua M Grieves's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

January 29, 2016 - Present

BOSTONPREMIER WEALTH

Office #1: 51 Mill Street Suite 1, Hanover, MA 02339

RIA

CRD#: 282268

Hanover, MA

Past

November 15, 2019 - July 1, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Hanover, MA

Past

November 15, 2019 - July 1, 2024

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Hanover, MA

Past

March 10, 2014 - November 18, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

HANOVER, MA

Past

January 1, 2014 - November 18, 2019

LPL FINANCIAL LLC

CRD#: 6413

HANOVER, MA

Past

January 18, 2001 - September 27, 2007

SIGNATOR INVESTORS, INC.

CRD#: 468

CANTON, MA

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".

BOSTONPREMIER WEALTH

BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC

CRD#: 282268 / SEC#: 801-130727

RIA

Registered Investment Advisory firm - (7/19/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (7/24/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/29/2016)

IAR

Texas
(7/25/2024)

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 66

Date: 1/28/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/31/2013

General Securities Representative Examination

Current Firm

BOSTONPREMIER WEALTH

BOSTONPREMIER WEALTH | BOSTONPREMIER WEALTH, LLC

CRD#: 282268 / SEC#: 801-130727

RIA

Registered Investment Advisory firm - (7/19/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (7/24/2024 Terminated)

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Contact information

Main Address

51 Mill Street Suite 1, Hanover, MA 02339

Mailing Address

Phone number

(617) 934-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 BROCHURE (10/10/2025)

Regulatory assets under management

Total Number of Accounts	595
AUM (Assets Under Management)	$ 351,098,560

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

Joshua M. Grieves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua M Grieves's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

BOSTONPREMIER WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/31/2013

Current Firm

BOSTONPREMIER WEALTH

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOSTONPREMIER WEALTH

TRUST BUT VERIFY

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