Patrick Lowell Grasso
Professional Summary
Patrick Lowell Grasso, who also goes by Pat Grasso, is a registered financial advisor currently at ROBBINS FARLEY LLC located in Bedford, New Hampshire. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Patrick has worked at 9 firms and has passed the Series 66, SIE, Series 3, Series 7 and Series 11 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patrick Lowell Grasso, Pat Grasso
Similar Advisors
J. W. COLE ADVISORS, INC.
OCCIDENTAL ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONFIDO CAPITAL, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J. W. COLE ADVISORS, INC.
OCCIDENTAL ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONFIDO CAPITAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J. W. COLE ADVISORS, INC.
OCCIDENTAL ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONFIDO CAPITAL, LLC
Disclosures on record.
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.
Similar Advisors
J. W. COLE ADVISORS, INC.
OCCIDENTAL ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONFIDO CAPITAL, LLC
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
J. W. COLE ADVISORS, INC.
OCCIDENTAL ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONFIDO CAPITAL, LLC
Current Firm
RAMSAY FRASER LLC | ROBBINS FARLEY LLC
Contact Information
Main Address
6 Bedford Farms Drive Suite 112, Bedford, NH 03110Phone Number
(603) 703-0255# of Employees
5SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
743AUM (Assets Under Management)
$252,865,278Similar Advisors
J. W. COLE ADVISORS, INC.
OCCIDENTAL ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONFIDO CAPITAL, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
J. W. COLE ADVISORS, INC.
OCCIDENTAL ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONFIDO CAPITAL, LLC
Primary Firm SEC Registration
RAMSAY FRASER LLC | ROBBINS FARLEY LLC
State Registrations and Notice Filings
(4/22/2025)
(10/21/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 11 — Assistant Representative-Order Processing Qualification Exam
Passed Jul 2014Similar Advisors
J. W. COLE ADVISORS, INC.
OCCIDENTAL ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONFIDO CAPITAL, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Lowell Grasso's CRS (Customer Relationship Summary).
Similar Advisors
J. W. COLE ADVISORS, INC.
OCCIDENTAL ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONFIDO CAPITAL, LLC