Unclaimed Profile

Lyudmila Ter-Avanesyan

GRANT PRIVATE WEALTH MANAGEMENT, INC.·PLEASANTON, California

SIE, Series 7, Series 63, Series 658 years registeredGRANT PRIVATE WEALTH MANAGEMENT, INC.

4683 CHABOT DRIVE, PLEASANTON, CA 94588CRD# 6123243Firm CRD# 292917

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lyudmila Ter-Avanesyan · PLEASANTON, CA

Registration

CRD #6123243 · GRANT PRIVATE WEALTH MANAGEMENT, INC. · 8 years registered

Brand Profile

Not yet started

Career History

GRANT PRIVATE WEALTH MANAGEMENT

Apr 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 3, 2018

Years registered · 8

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.

Firm Overview

Firm

GRANT PRIVATE WEALTH MANAGEMENT, INC.

CRD 292917 · SEC 801-130925

AUM

$106M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Lyudmila Ter-Avanesyan offer?

Lyudmila Ter-Avanesyan specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.

What are Lyudmila Ter-Avanesyan's credentials?

Lyudmila Ter-Avanesyan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lyudmila Ter-Avanesyan located?

Lyudmila 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 Lyudmila Ter-Avanesyan charge for services?

Lyudmila 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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