Unclaimed Profile

Peter Edward Grassi

GRASSI INVESTMENT MANAGEMENT, LLC·SANTA CLARA, California

Series 5, Series 7, Series 63, Series 6526 years registeredGRASSI INVESTMENT MANAGEMENT, LLC

2350 MISSION COLLEGE BLVD., SUITE 190, SANTA CLARA, CA 95054CRD# 1018454Firm CRD# 108690

Profile Verification

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

Identity

Peter Edward Grassi · SANTA CLARA, CA

Registration

CRD #1018454 · GRASSI INVESTMENT MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Aug 2025 – present

GRASSI INVESTMENT MANAGEMENT, LLC

Mar 2000 – Sep 2025

Santa Clara, CA

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · March 24, 2000

Years registered · 26

Disclosure History

2000Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

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

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANTA CLARA?

Browse all registered financial advisors in SANTA CLARA, California or claim this profile if it's yours.

Browse SANTA CLARA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peter Edward Grassi offer?

Peter Edward Grassi specializes in Investment Management, Wealth Management. Contact their office in SANTA CLARA, California for a consultation.

What are Peter Edward Grassi's credentials?

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

Where is Peter Edward Grassi located?

Peter Edward Grassi is based in SANTA CLARA, California, working with GRASSI INVESTMENT MANAGEMENT, LLC. Their office serves clients in the SANTA CLARA metropolitan area and surrounding communities.

How does Peter Edward Grassi charge for services?

Peter Edward 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →