CHARLES MICHAEL GRIMM is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with MAI CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 2023-05-01 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2007-02-21 | 2009-07-24 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-08-09 | 2007-02-22 | — |
| UBS FINANCIAL SERVICES INC. | 2003-04-01 | 2004-08-20 | — |