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Harrison Grimm

THE GRIMM GROUP
Palm Beach Gardens, FL
·CRD# 8018537·2 years experience

Professional Summary

Harrison Grimm is a registered financial advisor currently at THE GRIMM GROUP located in Palm Beach Gardens, Florida. Harrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Harrison has worked at 1 firm and has passed the Series 65 exam.

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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Videos & Posts

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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

2 years in the financial services industry

Current & Past Employments

THE GRIMM GROUP·CRD# 334293
RIA
Palm Beach Gardens, FL
March 21, 2025 - Present

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Current Firm

TG
THE GRIMM GROUP

THE GRIMM GROUP | THE GRIMM GROUP LLC

CRD#: 334293
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/21/2025 Approved)

Contact Information

Main Address

Palm Beach Gardens, FL

Phone Number

(814) 860-4918

# of Employees

1

Documents

Latest Form ADV
0

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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.

99 Tartans, LLC -Investment Related -6401 Penn Avenue, Floor 3 Pittsburgh, PA, 15206 -99 Tartans is a student run investment syndicate acting as a follow on investor in early funding for Carnegie Mellon University affiliated startup companies -MBA Partner and Director of Investment Relations -Started February 2024 -Per Month Hours: 6 -Hours per month during security trading hours: 4 -As an MBA partner we field deals that come in and work with the founder to organize their pitch night which is where they will pitch to the investing LP's. Following that our role is to facilitate the SPV if they meet the minimum investment threshold of the LP's. Additionally in my role as director of investment relations is to organize the first year in review investment letter recapping the year which will be distributed to the LP's. Trailer Jack 360 -Non-Investment Related -510 Tuscarora Rd Mars, PA 16406 -Trailer Jack 360 holds the patent for a trailer product invention being sold at retail by Lowe's, Tractor Supply, U-Haul, among others. -Founder and CEO -Started in February 2021 -Per Month Hours: 4 -Hours per month during security trading hours: 0 -I have to check on the status of the patent a couple of times a year and occasionally email our factory we receive product from in China during business hours for China. The Fan-Brand Inc. -Non-Investment Related -8475 Middle Road Fairview, PA 16415 -The Fan-Brand holds the licenses for sports related hardgood products being sold by Fanatics, Amazon, Academy Sports, among others. -Founder and CEO -Started in October 2018 -Per Month Hours: 15 -Hours per month during security trading hours: 4 -Quarterly/Monthly I have to file royalty reports for each of the league licenses, check EDI connections have no errors and converse with our contract manufacturer.

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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
Pennsylvania
(3/21/2025)

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 65 — Uniform Investment Adviser Law Examination

Passed Nov 2024About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Harrison Grimm's CRS (Customer Relationship Summary).

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