LG
Louis P. Grassi
WEALTH SOLUTIONS
Jericho, NY 11753
Some features on this profile are disabled
CRD#: 4334554
LG
Professional summary
Louis P Grassi, who also goes by Louis C Grassi, Louis P. Grassi, is a registered financial advisor currently at WEALTH SOLUTIONS, LLC located in Jericho, New York.
Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Louis has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Louis C Grassi | Louis P. Grassi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Wealth Concepts, LLC, Time Devoted 5%, 6/21/2010, Company receives solicitor's fees from third party advisors. Company is licensed to sell Life Insurance, 100% owned by GGI Holding, Inc., Indirect Owner 2). Wealth Solutions, LLC, Time Devoted 5%, 6/23/2010, Company receives solicitor's fee from third-party advisors, 100% owned by GGI Holding, Inc. Indirect Owner 3) GGI Holding Time Devoted 5%, 6/23/2010, Company receives solicitor's fee from third-party advisors, 100% 4) Life Planning Alliance, LLC. Time Devoted: 0%, 2/25/2016, Company receives solicitor's fee from third-party advisors, 100% owned by Wealth Solutions LLC. Indirect Owner, Currently inactive 5) Grassi Fund Administration Service, Inc., Time Devoted: 0%, 1/1/2014, Hedge Fund Administration/Bookkeeping, 100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 6) Grassi Technology Consultants, LLC, Time Devoted 0%, 8/27/2013, Computer consulting services,100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 7) Grassi Franchise Services, LLC, Time Devoted: 2%, 11/9/2016, Accounting and business services and tax compliance for franchise businesses, 100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 8) Grassi Capital Advisors, LLC Time Devoted: 0%, 7/20/2016, Specializes in M&A advisory services, 100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 9) Grassi Healthcare Advisors, LLC, Time Devoted: 5%, 8/3/2017, Compliance consulting for the heatlhcare industry, 80% Grassi & Co. CPAs, P.C. / 20% employee of Grassi Healthcare Advisors, LLC, Indirect Owner 10). Georgica Green Ventures, LLC, Time Devoted 5%, 10/18/2010, Real Estate Development, 50% owned by Louis Grassi, LLC and 50% unrelated entity, Indirect Owner 11) G&G Property Holdings, Ownership 42.5%, 11/4/2013, Real Estate Investment 12) GCG Properties, Ownership 25%, 8/2/2010, Real Estate Investment 13) Louis Grassi LLC, Ownership 80%, 10/5/2015, Real Estate Investment, 10% ownership 14) Grassi Family Investments, LLC, Ownership 20%, 8/1/2008, Real Estate Investment 15) Grassi Holding Company, LLC, Ownership 87%, 12/31/1998, Investments 16) BRT Realty Trust on the board since 2003, own 20,000 shares. 17) Flushing Savings Bank on the board since 1988
CRS (Client Relationship Summary) - RIA
Click below to view Louis P Grassi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 8, 2022 - Present
WEALTH SOLUTIONS, LLC
Office #1: 50 Jericho Quadrangle, Jericho, NY 11753RIA
CRD#: 126113
Jericho, NY
Past
August 31, 2021 - December 31, 2021
WEALTH SOLUTIONS, LLC
RIA
CRD#: 126113
Jericho, NY
Past
September 21, 2009 - December 31, 2011
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
JERICHO, NY
Past
August 12, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
MELVILLE, NY
Past
August 12, 2005 - September 10, 2007
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
MELVILLE, NY
Past
January 3, 2003 - May 21, 2003
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
May 4, 2001 - January 3, 2003
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(2/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
WS
WEALTH SOLUTIONS, LLC
GRASSI & CO. CPA'S PC | WEALTH SOLUTIONS, LLC | GRASSI WEALTH ADVISORS LLC
CRD#: 126113 / SEC#:
New Jersey
Registered Investment Advisory firm - (6/22/2017 Terminated)New York
Registered Investment Advisory firm - (2/8/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 Jericho Quadrangle Suite 200, Jericho, NY 11753
Mailing Address
Phone number
(516) 256-3500
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
