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Patrick Dominic Melvin

Patrick D. Melvin

GRIMES & COMPANY
DEVON, PA 19333
Some features on this profile are disabled
CRD#: 5679982
Patrick Dominic Melvin

Professional summary

Patrick Dominic Melvin, CFP®, who also goes by Pat Melvin, Patrick D Melvin, Patrick Melvin, is a registered financial advisor currently at GRIMES & COMPANY located in Devon, Pennsylvania.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Patrick has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pat Melvin | Patrick D Melvin | Patrick Melvin

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 Patrick Dominic Melvin'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: 2021

Experience

Current

March 24, 2026 - Present

GRIMES & COMPANY

Office #1: 204 Old Lancaster Rd Floor 2, Devon, PA 19333
RIA
CRD#: 109420
DEVON, PA
Past

February 17, 2023 - March 20, 2026

BRIGHTON JONES LLC

RIA
CRD#: 108601
Devon, PA
Past

April 6, 2022 - December 31, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

March 15, 2022 - December 31, 2022

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
MALVERN, PA
Past

January 4, 2021 - February 10, 2022

MODERA WEALTH MANAGEMENT, LLC

RIA
CRD#: 155649
WAYNE, PA
Past

November 9, 2015 - January 4, 2021

INDEPENDENCE ADVISORS, LLC

RIA
CRD#: 153687
WAYNE, PA
Past

April 21, 2010 - October 2, 2015

EQUITY SERVICES, INC.

RIA
CRD#: 265
WAYNE, PA
Past

September 18, 2009 - October 2, 2015

EQUITY SERVICES, INC.

BD
CRD#: 265
WAYNE, PA
Past

July 27, 2009 - August 26, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
PLYMOUTH MEETING, PA

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".
G&
GRIMES & COMPANY
GRIMES & CO INC | GRIMES & COMPANY, LLC | GRIMES & COMPANY, INC. | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | GRIMES & COMPANY

CRD#: 109420 / SEC#: 801-57193

RIA
Registered Investment Advisory firm - (1/28/2000 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
Pennsylvania
(3/24/2026)
IAR
Texas
(3/24/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/18/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/20/2010
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/6/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/25/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/13/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/25/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

G&
GRIMES & COMPANY
GRIMES & CO INC | GRIMES & COMPANY, LLC | GRIMES & COMPANY, INC. | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | GRIMES & COMPANY

CRD#: 109420 / SEC#: 801-57193

RIA
Registered Investment Advisory firm - (1/28/2000 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One Technology Drive Suite 100, Westborough, MA 01581
Mailing Address
Phone number
(508) 366-3883
Established
Firm type
Fiscal year end
# of Employees
69

SEC notice filing (53 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

GRIMES & COMPANY PART 2A (3/16/2026)

Regulatory assets under management

Total Number of Accounts9,842
AUM (Assets Under Management)$ 6,298,759,513

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

GRIMES & COMPANY

CRD#: 109420Devon, PA 19333

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