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Grant Konstantinovich Ter-Avanesyan

GRANT PRIVATE WEALTH MANAGEMENT, INC.·PLEASANTON, California
SIE, Series 7, Series 63, Series 66CFP17 years registeredGRANT PRIVATE WEALTH MANAGEMENT, INC.
4683 CHABOT DRIVE, PLEASANTON, CA 94588CRD# 5414528Firm CRD# 292917

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Grant Konstantinovich Ter-Avanesyan · PLEASANTON, CA
Registration
CRD #5414528 · GRANT PRIVATE WEALTH MANAGEMENT, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

GRANT PRIVATE WEALTH MANAGEMENT
Apr 2018 – present
STRATEGIC ADVISERS, INC.
Sep 2011 – Feb 2018
WALNUT CREEK, CA
STRATEGIC ADVISERS, INC.
Mar 2009 – Mar 2010
SALT LAKE CITY, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · March 9, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

2018Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
GRANT PRIVATE WEALTH MANAGEMENT, INC.
CRD 292917 · SEC 801-130925
AUM
$106M
Regulatory assets under management
Employees
3
379 client accounts
Services offered by GRANT PRIVATE WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GRANT PRIVATE WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Grant Konstantinovich Ter-Avanesyan offer?
Grant Konstantinovich Ter-Avanesyan specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.
What are Grant Konstantinovich Ter-Avanesyan's credentials?
Grant Konstantinovich Ter-Avanesyan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Grant Konstantinovich Ter-Avanesyan located?
Grant Konstantinovich Ter-Avanesyan is based in PLEASANTON, California, working with GRANT PRIVATE WEALTH MANAGEMENT, INC.. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.
How does Grant Konstantinovich Ter-Avanesyan charge for services?
Grant Konstantinovich Ter-Avanesyan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRANT PRIVATE WEALTH MANAGEMENT, INC.?
GRANT PRIVATE WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRANT PRIVATE WEALTH MANAGEMENT, INC.

Lyudmila Ter-Avanesyan
PLEASANTON, CA

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