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Lyudmila Ter-avanesyan

Grant Private Wealth Management

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About Lyudmila Ter-avanesyan

Lyudmila Ter-avanesyan is a financial advisor at Grant Private Wealth Management. Lyudmila has been in the financial services industry since 2011 and has a strong background in investment advising. Lyudmila is licensed to provide investment advice in California and Texas. Lyudmila specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Lyudmila is committed to providing her clients with personalized financial advice that is tailored to their specific needs and goals.

Firm Information

Lyudmila 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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Lyudmila Ter-avanesyan’s Registration & Firm History

CA

06/15/2022 - Present

Grant Private Wealth Management (PLEASANTON CA)

CA

01/01/2013 - 02/21/2018

FIDELITY BROKERAGE SERVICES LLC (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 02/14/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

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