Unclaimed Profile

Terry Lee Pfeffer

GRANT STREET ASSET MANAGEMENT INC·CANONSBURG, Pennsylvania

Series 4, Series 7, Series 27, Series 63, Series 65Clean record23 years registeredGRANT STREET ASSET MANAGEMENT INC

380 SOUTHPOINTE BLVD, CANONSBURG, PA 15317CRD# 704987Firm CRD# 106980

Profile Verification

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

Identity

Terry Lee Pfeffer · CANONSBURG, PA

Registration

CRD #704987 · GRANT STREET ASSET MANAGEMENT INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRANT STREET ASSET MANAGEMENT INC

GRANT STREET ASSET MANAGEMENT INC

Jan 2003 – Feb 2024

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 27

Series 63

Series 65

Registration record

First registered · January 3, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRANT STREET ASSET MANAGEMENT INC

CRD 106980 · SEC 801-43095

AUM

$579M

Regulatory assets under management

Employees

1,130 client accounts

Services offered by GRANT STREET ASSET MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRANT STREET ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Terry Lee Pfeffer offer?

Terry Lee Pfeffer specializes in Financial Planning, Investment Management, Wealth Management.

What are Terry Lee Pfeffer's credentials?

Terry Lee Pfeffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terry Lee Pfeffer located?

Terry Lee Pfeffer is based in CANONSBURG, Pennsylvania, last registered with GRANT STREET ASSET MANAGEMENT INC.

How does Terry Lee Pfeffer charge for services?

Terry Lee Pfeffer'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 GRANT STREET ASSET MANAGEMENT INC?

GRANT STREET ASSET MANAGEMENT INC has approximately 13 employees and manages $579M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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