Gregory Grasso, financial advisor Fairfax VA
93 score

Gregory Grasso

CRD Number: 1268705
Current Firm: Edelman Financial Services, LLC

Gregory Grasso (CRD# 1268705) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Fairfax, VA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Ef Legacy Securities, LLC Henrico, VA May 2016 - Current < 1
Edelman Financial Services, LLC Fairfax, VA May 2016 - Current < 1
Strategic Advisers, Inc. Paramus, NJ May 1994 - Mar 2016 21
Fidelity Brokerage Services, Inc. Paramus, NJ Feb 1992 - Mar 2016 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Gregory J. Grasso
Phone Number: 703-818-0800
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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