Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Grinnell is an investment advisor representative with Catalytic Wealth Management. William has over 30 years of experience in the financial services industry. William is registered to provide investment advice in Massachusetts and Vermont. William has been with Catalytic Wealth Management since November 2023. Previously, William was an advisor at J.P. Morgan Securities LLC, First Republic Securities Company, LLC, Wells Fargo Clearing Services, LLC, Credit Suisse Securities (USA) LLC, Lehman Brothers Inc., J.P. Morgan Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Goldman, Sachs & Co.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
05/23/2024 - Present
Catalytic Wealth Management (CAMBRIDGE MA)
FL
09/14/2023 - 11/01/2023
J.P. MORGAN SECURITIES LLC (Palm Beach FL)
FL
03/02/2018 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (PALM BEACH FL)
MA
02/16/2016 - 03/06/2018
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
08/08/2008 - 03/08/2016
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
MA
01/15/1998 - 08/21/2008
LEHMAN BROTHERS INC. (BOSTON MA)
NY
07/15/1992 - 01/30/1998
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/20/1991 - 06/17/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/09/1988 - 04/11/1991
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 12/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1998
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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