LT
Lyudmila Ter-avanesyan
GRANT PRIVATE WEALTH MANAGEMENT
Pleasanton, CA 94588
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CRD#: 6123243
LT
Professional summary
Lyudmila Ter-avanesyan, who also goes by Lyudmila Gugamyants, Ludmila Ter-avanesyan, is a registered financial advisor currently at GRANT PRIVATE WEALTH MANAGEMENT located in Pleasanton, California.
Lyudmila is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Lyudmila has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lyudmila Gugamyants | Ludmila 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: LYUDMILA TER-AVANESYAN PROPERTIES; DUTIES: OWNER/LANDLORD; START: 03/2017; NOT INVESTMENT RELATED; Dublin, CA; TOTAL HOURS: 3 HOURS PER MONTH; SECURITY TRADING HOURS: 0 HOURS PER MONTH. Name: Glava Realty Investment Related: No Address Walnut Creek, 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
CRS (Client Relationship Summary) - RIA
Click below to view Lyudmila 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®
NoneExperience
Current
April 3, 2018 - Present
GRANT PRIVATE WEALTH MANAGEMENT
Office #1: 4683 Chabot Drive Suite 101, Pleasanton, CA 94588RIA
CRD#: 292917
Pleasanton, CA
Past
January 1, 2013 - 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
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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
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Company Information
GRANT PRIVATE WEALTH MANAGEMENT
CRD#: 292917Pleasanton, CA 94588TRUST BUT VERIFY
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