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Ray is a Registered Representative associated with Cadaret, Grant &
Co., Inc., a FINRA member firm
and is a Managing Member of Diversified Capital Management, LLC.
Alongside his role as one of the founding partners of Diversified
Capital Management, LLC, Ray is the founding member of Grimaldi &
Nelkin CPAs, P.L.L.C., which traces its roots back to 1970. He is
also a Managing Member of ETFidea, LLC, a portfolio management
company. 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.
Rays areas of practice include estate and retirement planning, asset
management, insurance planning, financial planning and business
advisory services.
PROFESSIONAL ACTIVITIES
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Upstate New York Chapter of the Financial
Planning Association, Member
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Estate Planning Council of Central New York,
Member
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Greater Syracuse Chamber of Commerce, Member
LICENSES and DESIGNATIONS
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Series 7 & Series 63
Securities Licenses
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Life, Accident and Health Insurance License (New
York State)
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Certified Financial Planner
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Certified Public Accountant, New York
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Certified Specialist in Estate Planning
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Accredited Estate Planner of the National
Association of Estate Planning Councils
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Securities Licensed in New York, Ohio
and Colorado
CIVIC and CHARITABLE
ACTIVITIES
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Financial Planning Association of Upstate New
York, Past Treasurer
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Landmark Theater, Past Board Member and Treasurer
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Manlius Little League, Past Board Member and
coach
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