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Kevin Grieve

21 Years of Experience
Broker

Kevin Grieve is a registered investment advisor, based in La Jolla, CA, with 21 years of industry experience.

Location

4275 Executive Square, 5th Floor, La Jolla, CA, 92037

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin works as a Regional Director at Brandes Investment Partners, LP, promoting mutual funds, SMAs, and ETFs to financial professionals. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Foreside Fund Services, LLC
July 2024 - Present · 1 yr 9 mos
Foreside Fund Services, LLCBroker
July 2024 - Present · 1 yr 9 mos
Brandes Investment Partners, LP
March 2017 - Present · 9 yrs 1 mo
Previous Registrations
Alps Distributors, INC.Broker
September 2015 - July 2024 · 8 yrs 10 mos
Quasar Distributors, LLCBroker
July 2013 - August 2015 · 2 yrs 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
October 2006 - May 2013 · 6 yrs 7 mos
Fahnestock Asset Management
May 2006 - September 2006 · 4 mos
Oppenheimer & CO. INC.Broker
May 2006 - September 2006 · 4 mos
Morgan Stanley
June 2004 - June 2006 · 2 yrs
Morgan Stanley Dw INC.Broker
April 2004 - June 2006 · 2 yrs 2 mos
State Registrations8 states
CACTMAMENJNYPARI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kevin Grieve - Financial Advisor | TrueAdvisor