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Raymond V. Grimaldi, CPA, CFP®

Ray has retired as a Registered Representative.  Ray continues to assist us in a supportive capacity.

Alongside his role as one of the founding partners of Diversified Capital Management, LLC, Ray was the founding member of Grimaldi & Nelkin CPAs, P.L.L.C., which traces its roots back to 1970. Previously, Ray worked within an international accounting firm and then was a partner in a local accounting firm. He has also been an adjunct professor in accounting at a local community college and a frequent guest speaker on tax and financial matters to various professional and civic groups. Mr. Grimaldi services a diverse client base of private and closely held businesses, wealthy families, entrepreneurs, professionals and executives. He holds a Bachelor of Science degree in Accounting from Syracuse University and is a licensed CPA in New York State.



PROFESSIONAL ACTIVITIES

  • Upstate New York Chapter of the Financial Planning Association, Member

  • Estate Planning Council of Central New York, Member

  • Greater Syracuse Chamber of Commerce, Member

  • Metropolitan Development Association, Member 


LICENSES and DESIGNATIONS

  • Life, Accident and Health Insurance License (New York State)

  • Certified Financial Planner

  • Personal Financial Specialist (PFS)

  • Certified Public Accountant, New York

  • Certified Specialist in Estate Planning

  • Accredited Estate Planner of the National Association of Estate Planning Councils

  • Certified Valuation Analyst (CVA)

CIVIC and CHARITABLE ACTIVITIES

  • Financial Planning Association of Upstate New York, Past Treasurer

  • Landmark Theater, Past Board Member and Treasurer

  • Manlius Little League, Past Board Member and coach

120 Madison Street, 1700 AXA Tower II
Syracuse, NY 13202
Phone: (315) 472-6221
Fax: (315) 701-2789
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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services,
 we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. 

Investment products and services available only to residents of:  New York, Florida, California, Maine, Massachusetts,Colorado, New Jersey, Connecticut, Virginia, South Carolina, Washington, Georgia, Maryland, Alabama and Indiana .

Securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC
110 West Fayette Street, 5th Floor, Syracuse, NY 13202

Diversified Capital Management, LLC and ETFidea, LLC  are not affiliated with Cadaret, Grant & Co., Inc.



This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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