Peter Grassi (CRD# 1018454) 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 | Mountain View, CA | Jan 2000 - Current | 24 |
| Grassi Investment Management | Menlo Park, CA | Oct 1997 - Current | 26 |
| Salomon Smith Barney | Menlo Park, CA | Jan 1981 - Current | 43 |
| 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,108MILLIONS
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Total Number of Accounts406ACCOUNTS
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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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