David M. Reville

GRAND STREET INVESTORS

PAWTUCKET, RI 02860

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CRD#: 5745367

Professional summary

David Martin Reville is a registered financial advisor currently at GRAND STREET INVESTORS located in Pawtucket, Rhode Island.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. David has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Martin Reville's 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

September 12, 2014 - Present

GRAND STREET INVESTORS

Office #1: 1005 Main Street Suite 1206, Pawtucket, RI 02860

RIA

CRD#: 152660

PAWTUCKET, RI

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

Rhode Island
(9/12/2014)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/2009

Uniform Investment Adviser Law Examination

Current Firm

GRAND STREET INVESTORS

GRAND STREET CAPITAL PARTNERS, RUMFORD LP | GRAND STREET INVESTORS, LLC | GRAND STREET INVESTORS

CRD#: 152660 / SEC#:

Rhode Island

Registered Investment Advisory firm - (1/3/2011 Approved)

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Contact information

Main Address

128 Dorrance Street 460, Providence, RI 02903

Mailing Address

Po Box 4726, Rumford, RI 02916

Phone number

(401) 728-6400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 27,322,728

Red Flags

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David M. Reville

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Martin Reville's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAND STREET INVESTORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2009

Current Firm

GRAND STREET INVESTORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRAND STREET INVESTORS

TRUST BUT VERIFY

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