Justin A. Grinstead

GRINSTEAD WEALTH MANAGEMENT

ALBUQUERQUE, NM 87110

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CRD#: 6102778

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Andrew Grinstead'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

February 5, 2025 - Present

GRINSTEAD WEALTH MANAGEMENT

Office #1: 6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110

RIA

CRD#: 334096

ALBUQUERQUE, NM

Past

June 17, 2019 - February 19, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Albuquerque, NM

Past

June 23, 2014 - June 14, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Albuquerque, NM

Past

December 20, 2012 - February 19, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Albuquerque, NM

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

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

State Security Law Exam

IAR

Series 66

Date: 6/20/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/21/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/2012

General Securities Representative Examination

Current Firm

GRINSTEAD WEALTH MANAGEMENT

GRINSTEAD WEALTH MANAGEMENT | GRINSTEAD WEALTH MANAGEMENT, LLC

CRD#: 334096 / SEC#:

New Mexico

Registered Investment Advisory firm - (2/5/2025 Approved)

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Contact information

Main Address

6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110

Mailing Address

Phone number

(505) 397-1629

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Justin A. Grinstead

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GRINSTEAD WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/20/2014

Series 63

Date: 12/21/2012

SIE

Date: 10/1/2018

Series 7

Date: 12/19/2012

Current Firm

GRINSTEAD WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

GRINSTEAD WEALTH MANAGEMENT

TRUST BUT VERIFY

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