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MH

Melissa L. Henderson Mcstravick

GRIMES & COMPANY
WESTBOROUGH, MA 01581
Some features on this profile are disabled
CRD#: 7554980
MH

Professional summary

Melissa Lynne Henderson Mcstravick, who also goes by Melissa Lynne Henderson, Melissa Mcstravick, is a registered financial advisor currently at GRIMES & COMPANY located in Westborough, Massachusetts.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Melissa has worked at 1 firm and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Melissa Lynne Henderson | Melissa Mcstravick

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 Melissa Lynne Henderson Mcstravick'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

February 10, 2026 - Present

GRIMES & COMPANY

Office #1: One Technology Drive Suite 100, Westborough, MA 01581
RIA
CRD#: 109420
WESTBOROUGH, 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".
G&
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
(2/19/2026)
IAR
Texas
(2/10/2026)

Exams

General Industry/Product Exam
RR
SIE
Date: 12/3/2021
Securities Industry Essentials Examination

Current Firm

G&
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
69

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GRIMES & COMPANY PART 2A (3/16/2026)

Regulatory assets under management

Total Number of Accounts9,842
AUM (Assets Under Management)$ 6,298,759,513

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.

Company Information

GRIMES & COMPANY

CRD#: 109420Westborough, MA 01581

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