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BG

Brian R. Grimditch

HIGHLINE WEALTH PARTNERS
Sherman Oaks, CA 91403
Some features on this profile are disabled
CRD#: 5180299
BG

Professional summary

Brian Robert Grimditch, who also goes by Brian Grimditch, Brian Grimditch, is a registered financial advisor currently at HIGHLINE WEALTH PARTNERS located in Sherman Oaks, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brian has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brian Grimditch | Brian Grimditch

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Robert Grimditch'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®
None

Experience

Current

July 22, 2024 - Present

HIGHLINE WEALTH PARTNERS

Office #1: 15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403
RIA
CRD#: 284712
Sherman Oaks, CA
Past

November 17, 2023 - June 14, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LOS ANGELES, CA
Past

April 20, 2007 - September 4, 2007

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
WOODLAND HILLS, CA
Past

August 30, 2006 - April 10, 2007

EQUITY SERVICES, INC.

BD
CRD#: 265
MESA, AZ

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".
HW
HIGHLINE WEALTH PARTNERS
CHARLESWORTH & RUGG, INC. | HIGHLINE WEALTH PARTNERS, LLC | HIGHLINE WEALTH PARTNERS

CRD#: 284712 / SEC#: 801-108350

RIA
Registered Investment Advisory firm - (9/6/2016 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.

Highlighted states indicate IAR registrations

IAR
California
(7/22/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/20/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/11/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/17/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/6/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/29/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HW
HIGHLINE WEALTH PARTNERS
CHARLESWORTH & RUGG, INC. | HIGHLINE WEALTH PARTNERS, LLC | HIGHLINE WEALTH PARTNERS

CRD#: 284712 / SEC#: 801-108350

RIA
Registered Investment Advisory firm - (9/6/2016 Approved)
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Contact information

Main Address
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403
Mailing Address
Phone number
(818) 340-0157
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (6 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 02 28 HIGHLINE WEALTH PARTNERS FORM ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts832
AUM (Assets Under Management)$ 665,649,057

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

HIGHLINE WEALTH PARTNERS

CRD#: 284712Sherman Oaks, CA 91403

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