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ML

Matthew L. Licata

GRIMES & COMPANY
WESTBOROUGH, MA 01581
CRD#: 8084871
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ML
Matthew Louis LicataGRIMES & COMPANY

Professional summary

Matthew Louis Licata 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 2025. Matthew has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Louis Licata'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

December 18, 2025 - 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
(1/2/2026)
IAR
New Hampshire
(12/18/2025)
IAR
Texas
(12/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2025
Uniform Investment Adviser Law 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)
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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
69

SEC notice filing (53 States and Territories)

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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