linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin M. Grieve

Brandes Investment Partners, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin M. Grieve

Kevin M. Grieve is an investment advisor representative with Brandes Investment Partners, LP. Kevin M. Grieve has been in the industry since August 2004. Kevin M. Grieve is registered in California, Maine and other states. Kevin M. Grieve has previously worked at ALPS Distributors, INC., Quasar Distributors, LLC, Fidelity Investments Institutional Services Company, Inc. and Oppenheimer & Co. Inc.

Firm Information

Kevin Grieve is currently registered with Brandes Investment Partners, LP. Brandes Investment Partners, LP is an investment advisory firm based in La Jolla, California, with over $22 billion in regulatory assets under management. The firm provides portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, state or municipal government entities, and charitable organizations. Brandes also participates in wrap fee programs.
Brandes Investment Partners, LP

4275 EXECUTIVE SQUARE, 5TH FLOOR

LA JOLLA, CA 92037

$22.21B

Assets Under Management

14

Total Clients

32

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Grieve’s Registration & Firm History

CA

01/07/2020 - Present

Brandes Investment Partners, LP (LA JOLLA CA)

CO

09/01/2015 - 07/12/2024

ALPS DISTRIBUTORS, INC. (DENVER CO)

WI

07/10/2013 - 08/31/2015

QUASAR DISTRIBUTORS, LLC (MILWAUKEE WI)

RI

10/16/2006 - 05/07/2013

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

05/25/2006 - 09/06/2006

OPPENHEIMER & CO. INC. (PROVIDENCE RI)

NY

04/29/2004 - 06/02/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Kevin M. Grieve is right for you?

Licenses & Designations

IA

Issued 10/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 04/28/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin M. Grieve.
Not sure if Kevin M. Grieve is right for you?