Grant K. Ter-avanesyan
GRANT PRIVATE WEALTH MANAGEMENT
Pleasanton, CA 94588
Some features on this profile are disabled
CRD#: 5414528
Professional summary
Grant Konstantinovich Ter-avanesyan, CFP®, who also goes by Grant Ter-avanesyan, is a registered financial advisor currently at GRANT PRIVATE WEALTH MANAGEMENT located in Pleasanton, California.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Grant has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Grant Ter-Avanesyan
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.
Name: IHSS In Home Supportive Services Address: Walnut Creek, CA Nature of Business: Medical and health care Investment Related: N Title: Provider Duties: Helping to get to medical appointments, Prepare meals, routine laundry, shopping for food, hygiene Start Date: 11/02/2017 Total Hours p/m:40 Sec Trading Hours p/m:0 Name: Oli Insurance Services, Inc. Investment Related: Yes Address Pleasanton, CA What is the nature of the other business? Referral for client Insurance needs (Property and Casualty, Annuity, Life insurance) Your position, title, or relationship. Individual referring client for quotes Start date of your relationship (mm/year) 10/2018 Approximate hours a month spent on the other business 15 hours Approximate hours during trading spent on the other business 2 Hours Approximate percentage of time and income related to the business. 10% Duties: When clients are looking to P&C insurance quotes or other insurance needs, I will refer them through the system to Oli Insurance who will do the quotes and search for their insurance needs. I will get paid referral fee Name: Grant Ter-Avanesyan Address: Dublin, CA Nature of Business: Referrals Investment Related: Y Title: n/a Duties: provide referrals to other professionals Start Date: 09/2020 Total Hours p/m:5 Sec Trading Hours p/m:0 Name: Glava Realty Investment Related: No Address Dublin, CA What is the nature of the other business? Rental Property Your position, title, or relationship: Agent Start date of your relationship (mm/year): 08/2021 Approximate hours a month spent on the other business: 1 Approximate hours during trading spent on the other business: 0 Approximate percentage of time and income related to the business: 3% Duties: Holding LLC for rental properties, possible in the future ARBNB rentals property management Name: Leo Development Investment-related? (yes/no) Real estate Investment Address: 2454 Patterson Road, Suite 200, Grand Junction, Colorado What is the nature of the other business?: Real Estate Development Your position, title, or relationship.: Managing Member Start date of your relationship (mm/year): 04/2022 Approximate hours a month spent on the other business: 8 hours Approximate hours during trading spent on the other business:0 hours Approximate percentage of time and income related to the business.: 5% Briefly describe your duties relating to the other business. Acquire land, develop the plans, sell the land
CRS (Client Relationship Summary) - RIA
Click below to view Grant Konstantinovich Ter-avanesyan'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®
CFP®
Start date: 2017
Experience
Current
April 3, 2018 - Present
GRANT PRIVATE WEALTH MANAGEMENT
Office #1: 4683 Chabot Drive Suite 101, Pleasanton, CA 94588RIA
CRD#: 292917
Pleasanton, CA
Past
September 14, 2011 - February 21, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WALNUT CREEK, CA
Past
March 9, 2009 - March 5, 2010
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
November 19, 2007 - February 21, 2018
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WALNUT CREEK, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GP
GRANT PRIVATE WEALTH MANAGEMENT
GRANT PRIVATE WEALTH MANAGEMENT | GRANT TRUST, INC. | GRANT PRIVATE WEALTH MANAGEMENT, INC.
CRD#: 292917 / SEC#: 801-130925
RIA
Registered Investment Advisory firm - (8/16/2024 Approved)California
Registered Investment Advisory firm - (9/18/2024 Terminated)Texas
Registered Investment Advisory firm - (8/19/2024 Terminated)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
California(4/3/2018)
IAR
Texas(6/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GP
GRANT PRIVATE WEALTH MANAGEMENT
GRANT PRIVATE WEALTH MANAGEMENT | GRANT TRUST, INC. | GRANT PRIVATE WEALTH MANAGEMENT, INC.
CRD#: 292917 / SEC#: 801-130925
RIA
Registered Investment Advisory firm - (8/16/2024 Approved)California
Registered Investment Advisory firm - (9/18/2024 Terminated)Texas
Registered Investment Advisory firm - (8/19/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4683 Chabot Drive Suite 101, Pleasanton, CA 94588
Mailing Address
Phone number
(925) 378-5000
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 416 |
| AUM (Assets Under Management) | $ 133,883,000 |
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.
Company Information
GRANT PRIVATE WEALTH MANAGEMENT
CRD#: 292917Pleasanton, CA 94588TRUST BUT VERIFY
Monitor Grant Ter-avanesyan
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
