Peter GrassiCRD Number: 1018454
Current Firm: Grassi Investment Management, LLC
Peter Grassi (CRD# 1018454) is an Investment Advisor Representative working at Grassi Investment Management, LLC in Santa Clara, CA and has over 34 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Grassi Investment Management, LLC||Mountain View, CA||Jan 2000 - Current||17|
|Grassi Investment Management||Menlo Park, CA||Oct 1997 - Current||19|
|Salomon Smith Barney||Menlo Park, CA||Jan 1981 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1982|
|S65||NASAA Investment Advisors Law Examination||May 1992|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management709MILLIONS
Total Number of Accounts484ACCOUNTS
Average Account Value$1,465,788
- 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, NM, NY, WA