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Gordon James Thomas

Grimes & Company, Inc.

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About Gordon James Thomas

Gordon James Thomas is a financial advisor at Grimes & Company, Inc., an investment advisory firm headquartered in Westborough, Massachusetts. Gordon has been a financial advisor since 2016 and has experience with several financial institutions. Gordon holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. Gordon is also a Certified Financial Planner. Grimes & Company, Inc. provides investment advisory services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Gordon Thomas has experience in financial planning, portfolio management, and selection of other advisors.

Firm Information

Gordon Thomas 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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Gordon Thomas’s Registration & Firm History

MA

06/15/2021 - Present

Grimes & Company, Inc. (WESTBOROUGH MA)

MA

06/21/2019 - 06/18/2021

MML INVESTORS SERVICES, LLC (BOSTON MA)

MA

04/22/2016 - 06/10/2019

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gordon James Thomas.
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