Adviser and broker representative · Cadence Wealth Management LLC
Grigoriy Grinshteyn
CRD 4965008 · Westborough, MA
At a glance
Grigoriy Grinshteyn is an investment adviser representative with Cadence Wealth Management LLC in Westborough, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Grigoriy’s SEC record dates to 2016, about 10 years ago. Grigoriy is also registered as a broker representative.
Current advisory firm
- Cadence Wealth Management LLCSince March 2016Westborough, MA · $448M in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Grigoriy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.