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Benjamin Browning Wallace

Grimes & Company, Inc.

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About Benjamin Browning Wallace

Benjamin Browning Wallace is an investment advisor representative at Grimes & Company, Inc., a firm based in Westborough, MA. Benjamin has been in the financial industry for over 20 years. Benjamin currently holds licenses for Series 66 and Series 7. Benjamin has previously worked for MID ATLANTIC CAPITAL CORPORATION and SECURITIES SERVICE NETWORK, INC. in Westborough, MA, and for TRIAD ADVISORS, INC. in Atlanta, GA, and LINSCO/PRIVATE LEDGER CORP. in Fort Mill, SC. Benjamin is a Chartered Financial Analyst.

Firm Information

Benjamin Wallace is currently registered with Grimes & Company, Inc.. Grimes & Company, Inc. is a Registered Investment Advisor (RIA) based in Westborough, MA. With over 30 investment advisor representatives, the firm offers a wide range of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Grimes & Company manages over $4.85 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Grimes & Company, Inc.

110 TURNPIKE RD

WESTBOROUGH, MA 01581

$4.85B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Wallace’s Registration & Firm History

MA

02/24/2003 - Present

Grimes & Company, Inc. (WESTBOROUGH MA)

MA

07/08/2011 - 09/14/2015

MID ATLANTIC CAPITAL CORPORATION (WESTBOROUGH MA)

MA

10/22/2002 - 09/18/2009

SECURITIES SERVICE NETWORK, INC. (WESTBOROUGH MA)

GA

04/20/2000 - 02/16/2001

TRIAD ADVISORS, INC. (ATLANTA GA)

SC

10/28/1999 - 04/26/2000

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BOTH

Issued 12/22/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Browning Wallace.
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