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Grant Konstantinovich Ter-avanesyan

Grant Private Wealth Management

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About Grant Konstantinovich Ter-avanesyan

Grant Ter-Avanesyan is a financial advisor with over 10 years of experience in the industry. Grant has a Series 66 and a Series 63 license. Grant is also a Certified Financial Planner. Grant specializes in financial planning, portfolio management, and pension consulting. Grant's firm, Grant Private Wealth Management, serves high-net-worth individuals and other individuals. The firm manages over $133,883,000 in assets. Grant is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Grant Ter-avanesyan is currently registered with Grant Private Wealth Management. Grant Private Wealth Management, Inc. is an independent, fee-based wealth management firm based in Pleasanton, California. They provide financial planning, investment management, and other services to individuals and families. The firm has approximately $134 million in assets under management. They are registered with the Securities and Exchange Commission (SEC).
Grant Private Wealth Management

4683 CHABOT DRIVE

PLEASANTON, CA 94588

$133.88M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Grant Ter-avanesyan’s Registration & Firm History

CA

06/15/2022 - Present

Grant Private Wealth Management (PLEASANTON CA)

CA

11/19/2007 - 02/21/2018

FIDELITY BROKERAGE SERVICES LLC (WALNUT CREEK CA)

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Licenses & Designations

BOTH

Issued 03/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Grant Konstantinovich Ter-avanesyan. Review regulatory record here.
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