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Justin Andrew Grinstead

GRINSTEAD WEALTH MANAGEMENT
ALBUQUERQUE, NM
·CRD# 6102778·13 years experience

Professional Summary

Justin Andrew Grinstead is a registered financial advisor currently at GRINSTEAD WEALTH MANAGEMENT located in Albuquerque, New Mexico. Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Justin has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

13 years in the financial services industry

Current & Past Employments

GRINSTEAD WEALTH MANAGEMENT·CRD# 334096
RIA
6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110
February 5, 2025 - Present
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Albuquerque, NM
June 17, 2019 - February 19, 2025
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Albuquerque, NM
June 23, 2014 - June 14, 2019
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Albuquerque, NM
December 20, 2012 - February 19, 2025

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Current Firm

GW
GRINSTEAD WEALTH MANAGEMENT

GRINSTEAD WEALTH MANAGEMENT | GRINSTEAD WEALTH MANAGEMENT, LLC

CRD#: 334096
Arizona
Registered Investment Advisory firm - Arizona (12/10/2025 Approved)
New Mexico
Registered Investment Advisory firm - New Mexico (2/5/2025 Approved)

Contact Information

Main Address

6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110

Phone Number

(505) 397-1629

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

92

AUM (Assets Under Management)

$7,467,798

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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.

ZiaTone Productions LLC|Investment Related:No|Performing/Fine Arts|Owner/Operator|2024-07-05|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Consulting in Audio Visual Production, Mixing and Mastering

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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.
IAR
Arizona
(12/10/2025)
IAR
New Mexico
(2/5/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2014About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2012About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Justin Andrew Grinstead's CRS (Customer Relationship Summary).

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