Alessandra Grassi (CRD# 5157473) is an Investment Advisor Representative working at Park Avenue Securities LLC in Roseland, NJ and has over 10 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6073230
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Roseland, NJ | Jun 2021 - Current | 2 |
| Park Avenue Securities | Roseland, NJ | Jun 2021 - Current | 2 |
| Life Planning Alliance | New York, NY | Oct 2018 - Current | 5 |
| Grassi & Company | New York, NY | Mar 2018 - Current | 6 |
| Guardian Life Insurance Co Of America | New York, NY | Oct 2019 - Jun 2021 | 1 |
| Park Avenue Securities, LLC | New York, NY | Oct 2019 - Jun 2021 | 1 |
| Commonwealth Financial Network | Waltham, MA | Jun 2017 - Mar 2018 | < 1 |
| Kbk Wealth Management | New York, NY | Jun 2017 - Mar 2018 | < 1 |
| Cw Post | Brookville, NY | Aug 2016 - Jun 2017 | < 1 |
| Deutsche Bank Securities Inc. | New York, NY | Apr 2013 - Aug 2016 | 3 |
| Db Trust Company Americas | New York, NY | Sep 2011 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- CA
- NV
- NY
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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