Peter Grassi (CRD# 227676) is an Investment Advisor Representative working at Grassi Investment Management, LLC in Santa Clara, CA and has over 42 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grassi Investment Management, LLC | Santa Clara, CA | Jan 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1981 |
- CA
-
Total Assets Under Management1,108MILLIONS
-
Total Number of Accounts406ACCOUNTS
-
Average Account Value$2,728,749
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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