# GRIMALDI PORTFOLIO SOLUTIONS, INC

GRIMALDI PORTFOLIO SOLUTIONS, INC of WAPPINGERS FALLS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 106199
- Type: SEC-registered investment adviser
- SEC file number: 801-51163
- Location: 1207 ROUTE 9, SUITE 10, WAPPINGERS FALLS, NY, 12590
- Phone: 845-297-3500
- Latest filing: 2026-03-19
- Regulatory AUM: $133.0M
- Discretionary AUM: $133.0M
- Clients: 4
- Accounts: 300

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Mark Anthony Grimaldi | PRESIDENT | — |
| Joseph Vincent Visconti | VICE PRESIDENT | — |
| Sheila Ellen Pitz | CHIEF COMPLIANCE OFFICER | — |
| GRIMALDI MARK ANTHONY | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| VISCONTI JOSEPH VINCENT | VICE PRESIDENT | — |
| RAILO CRAIG KENNETH | CHIEF COMPLIANCE OFFICER; TERMINATED FOR CAUSE; TERMINATED FOR CAUSE MAY 31, 2016 | — |
| PITZ SHEILA ELLEN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106199/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106199/similar
- Related entities: https://search.stillhousedata.com/firm/106199/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106199

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.