Kevin M. Grieve

BRANDES INVESTMENT PARTNERS, LP

Lincoln, RI

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CRD#: 4503252

Professional summary

Kevin M. Grieve, CIMA®, who also goes by Kevin M Grieve, Kevin Grieve, is a registered financial advisor currently at BRANDES INVESTMENT PARTNERS, LP located in Lincoln, Rhode Island and FORESIDE FUND SERVICES, LLC located in La Jolla, California.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Kevin has worked at 7 firms and has passed the Series 65, Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin M Grieve | Kevin Grieve

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.

Brandes Investment Partners, LP; Investment Related; Private Client Sales; La Jolla, CA;; Start 7/10/2013; Regional Director; promote mutual funds, sma's and ETF's to financial professionals; 160 Hrs Per Month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin M. Grieve'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

March 14, 2017 - Present

BRANDES INVESTMENT PARTNERS, LP

RIA

CRD#: 105404

Lincoln, RI

Current

July 31, 2024 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 4275 Executive Sq. 5th Floor, La Jolla, CA 92037

CRD#: 46106

La Jolla, CA

Past

September 1, 2015 - July 12, 2024

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

July 10, 2013 - August 31, 2015

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

MILWAUKEE, WI

Past

October 16, 2006 - May 7, 2013

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

May 25, 2006 - September 6, 2006

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

PROVIDENCE, RI

Past

May 25, 2006 - September 6, 2006

OPPENHEIMER & CO. INC.

CRD#: 249

PROVIDENCE, RI

Past

June 25, 2004 - June 2, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PROVIDENCE, RI

Past

April 29, 2004 - June 2, 2006

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".

BRANDES INVESTMENT PARTNERS, LP

BRANDES INVESTMENT PARTNERS LLC | BRANDES INVESTMENT PARTNERS, LP

CRD#: 105404 / SEC#: 801-24896

RIA

Registered Investment Advisory firm - (8/8/1985 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.

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

IAR

California
(3/14/2017)

California
(7/31/2024)

Connecticut
(7/31/2024)

IAR

Maine
(1/7/2020)

Massachusetts
(7/31/2024)

New Jersey
(7/31/2024)

New York
(7/31/2024)

Pennsylvania
(7/31/2024)

Rhode Island
(7/31/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/13/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/1/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/3/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/28/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BRANDES INVESTMENT PARTNERS, LP

BRANDES INVESTMENT PARTNERS LLC | BRANDES INVESTMENT PARTNERS, LP

CRD#: 105404 / SEC#: 801-24896

RIA

Registered Investment Advisory firm - (8/8/1985 Approved)

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Contact information

Main Address

4275 Executive Square 5th Floor, La Jolla, CA, 92037

Mailing Address

Phone number

(858) 755-0239

Established

Firm type

Fiscal year end

# of Employees

143

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRANDES INVESTMENT PARTNERS, L.P. ADV PART 2A (11/18/2025)

Regulatory assets under management

Total Number of Accounts	10,588
AUM (Assets Under Management)	$ 26,686,881,169

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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Firm Stability Insights

Kevin M. Grieve

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin M. Grieve's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

ALPS DISTRIBUTORS, INC.

QUASAR DISTRIBUTORS, LLC

FIDELITY DISTRIBUTORS COMPANY LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

BRANDES INVESTMENT PARTNERS, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/13/2017

Series 66

Date: 6/1/2004

SIE

Date: 10/1/2018

Series 31

Date: 9/3/2004

Series 7

Date: 4/28/2004

FINRA

Current Firm

BRANDES INVESTMENT PARTNERS, LP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRANDES INVESTMENT PARTNERS, LP

TRUST BUT VERIFY

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