CG
Carmen M. Grinkis
AAF WEALTH MANAGEMENT
Westborough, MA 01581
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CRD#: 6281958
CG
Professional summary
Carmen Marie Grinkis, CFP® is a registered financial advisor currently at AAF WEALTH MANAGEMENT, LLC located in Westborough, Massachusetts.
Carmen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Carmen has worked at 2 firms .
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.
PROPERTY INCOME:
RENTAL INCOME 5% ~ $12,000/YEAR
INCOME PROTECTION PARTNERS (DBA SELF-EMPLOYED)
US INSURANCE BROKERS (CONVERSION OF IPP BUSINESS TO US INSURANCE BROKERS.)
45% ~ $100,000
09/1/16 - AAFCPAS INSURANCE, LLC; NON-INVESTMENT RELATED; ADDRESS: 21 E. MAIN, WESTBOROUGH, MA 01581; THE FIRM DOES INSURANCE EDUCATION, PRODUCT SALES AS NEEDED, EVALUATION OF CONTRACTS, COMPARATIVE ANALYSIS; POSITION TITLE: MANAGER; SHE HAS 1% OWNERSHIP AND SHE DEVOTES 6 HOURS PER MONTH TO THIS ACTIVITY; HER DUTIES INCLUDE OVERSEEING LICENSING, PROCESSES, EVALUATIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Carmen Marie Grinkis'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®
CFP®
Start date: 2013
Experience
Current
February 23, 2016 - Present
AAF WEALTH MANAGEMENT, LLC
Office #1: 50 Washington Street, Westborough, MA 01581RIA
CRD#: 164646
Westborough, MA
Past
December 18, 2013 - February 3, 2016
U.S. FINANCIAL ADVISORS
RIA
CRD#: 108763
BRAINTREE, MA
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".
AW
AAF WEALTH MANAGEMENT, LLC
AAF WEALTH MANAGEMENT, LLC | HIGHSIGHT, LLC | AAFCPAS WEALTH MANAGEMENT, LLC | AAFCPAS WEALTH MANAGEMENT
CRD#: 164646 / SEC#: 801-76885
RIA
Registered Investment Advisory firm - (7/24/2012 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
Massachusetts(2/23/2016)
IAR
Rhode Island(2/7/2024)
Exams
Current Firm
AW
AAF WEALTH MANAGEMENT, LLC
AAF WEALTH MANAGEMENT, LLC | HIGHSIGHT, LLC | AAFCPAS WEALTH MANAGEMENT, LLC | AAFCPAS WEALTH MANAGEMENT
CRD#: 164646 / SEC#: 801-76885
RIA
Registered Investment Advisory firm - (7/24/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 Washington Street, Westborough, MA 01581
Mailing Address
Phone number
(508) 366-9100
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 806 |
| AUM (Assets Under Management) | $ 607,331,627 |
Red Flags
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Company Information
AAF WEALTH MANAGEMENT, LLC
CRD#: 164646Westborough, MA 01581TRUST BUT VERIFY
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