GRIMALDI PORTFOLIO SOLUTIONS, INC of WAPPINGERS FALLS, NY is an SEC-registered investment adviser (CRD 106199). Regulatory assets under management: $133.0M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| 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 | — |