Unclaimed Profile

Peter Ted Grassi

GRASSI INVESTMENT MANAGEMENT, LLC·SANTA CLARA, California

Series 00, Series 1, Series 5, Series 41, Series 63Clean record26 years registeredGRASSI INVESTMENT MANAGEMENT, LLC

2350 MISSION COLLEGE BLVD., SUITE 190, SANTA CLARA, CA 95054CRD# 227676Firm CRD# 108690

Profile Verification

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

Identity

Peter Ted Grassi · SANTA CLARA, CA

Registration

CRD #227676 · GRASSI INVESTMENT MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRASSI INVESTMENT MANAGEMENT, LLC

GRASSI INVESTMENT MANAGEMENT, LLC

Feb 2000 – Aug 2025

Santa Clara, CA

Registrations & Exams

FINRA examinations passed

Series 00

Series 1

Series 5

Series 41

Series 63

Registration record

First registered · February 8, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRASSI INVESTMENT MANAGEMENT, LLC

CRD 108690 · SEC 801-57556

AUM

$1.1B

Regulatory assets under management

Employees

406 client accounts

Services offered by GRASSI INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GRASSI INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Ted Grassi offer?

Peter Ted Grassi specializes in Investment Management, Wealth Management.

What are Peter Ted Grassi's credentials?

Peter Ted Grassi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Ted Grassi located?

Peter Ted Grassi is based in SANTA CLARA, California, last registered with GRASSI INVESTMENT MANAGEMENT, LLC.

How does Peter Ted Grassi charge for services?

Peter Ted Grassi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRASSI INVESTMENT MANAGEMENT, LLC?

GRASSI INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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