Investment adviser representative · Grimes & Company
Matthew S. Morse
CRD 6644674 · Westborough, MA
At a glance
Matthew S. Morse is an investment adviser representative with Grimes & Company in Westborough, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2016, about 10 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Grimes & CompanySince June 2025Westborough, MA · $6.3B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Matthew’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
- 4 firmsLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Grimes & Company
- David L. BarlowWestborough · Certified Financial Planner
- James J. Barrett VWestborough · Certified Financial Planner
- Joseph J. Benoit Jr.Westborough · Chartered Financial Analyst
- Thomas A. ClarkWestborough
- Janelle L. CoulmanWestborough · Certified Financial Planner
- Justin C. DavisWestborough · Certified Financial Planner
- Christopher S. DeeleyWestborough · Chartered Financial Analyst
- Thomas V. DunlapWestborough · Chartered Financial Analyst
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