Matthew S. Morse

GRIMES & COMPANY

WESTBOROUGH, MA 01581

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CRD#: 6644674

Professional summary

Matthew Stephen Morse, who also goes by Matthew S Morse, Matthew S. Morse, is a registered financial advisor currently at GRIMES & COMPANY located in Westborough, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew S Morse | Matthew S. Morse

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.

MCM Sports Partners, LLC; not investment-related; 12 Heartwood Street, Methuen, MA 01844; sports franchise transactions; Member; started 04/2025; zero hours per month; no duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Stephen Morse'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®

None

Experience

Current

June 16, 2025 - Present

GRIMES & COMPANY

Office #1: One Technology Drive Suite 100, Westborough, MA 01581

RIA

CRD#: 109420

WESTBOROUGH, MA

Past

June 18, 2024 - August 20, 2025

HARMONY WEALTH PARTNERS

RIA

CRD#: 330544

BOSTON, MA

Past

October 25, 2021 - April 9, 2024

CLARENDON PRIVATE LLC

RIA

CRD#: 316616

BOSTON, MA

Past

February 25, 2020 - June 3, 2021

MAINSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 305868

BOSTON, MA

Past

June 7, 2016 - July 14, 2016

BALDWIN WEALTH PARTNERS, LLC

RIA

CRD#: 105343

MARION, 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".

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

Massachusetts
(6/16/2025)

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

Current Firm

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)

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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

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRIMES & COMPANY WEALTH MANAGEMENT, LLC (11/3/2025)

Regulatory assets under management

Total Number of Accounts	9,415
AUM (Assets Under Management)	$ 5,592,556,041

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.

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Matthew S. Morse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Stephen Morse's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRIMES & COMPANY

HARMONY WEALTH PARTNERS

CLARENDON PRIVATE LLC

MAINSTONE CAPITAL MANAGEMENT LLC

BALDWIN WEALTH PARTNERS, LLC

Primary Firm SEC Registration

GRIMES & COMPANY

State Registrations and Notice Filings

Exams

Current Firm

GRIMES & COMPANY

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRIMES & COMPANY

TRUST BUT VERIFY

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