Grant Konstantinovich Ter-avanesyan
Investment adviser representative at Grant Private Wealth Management
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$255MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Stoneridge Fund Manager, LLCApr 2026 to now
- 6000 Stoneridge Fund I, LLCMar 2026 to now
- 6000 Stoneridge LLCMar 2026 to now
- Private Wealth & Tax Partners LPFeb 2026 to now
- Glava Family Inc.Jan 2026 to now
- Leo DevelopmentApr 2022 to now
- Glava RealtyAug 2021 to now
- Grant Private Wealth Management, Inc.Mar 2018 to now
- Grant K. Ter-avanesyanFeb 2018 to now
- Ihss In Home Supportive ServicesNov 2017 to now
- Grant K. Ter-avanesyan PropertiesMar 2017 to Sep 2023
- Fidelity Brokerage Services. LLCJul 2007 to Feb 2018
- Strategic Advisers Inc.Jul 2007 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Grant Private Wealth Management
Legal name: Grant Private Wealth Management, Inc.
$255MAssets managed
238Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5414528
- Firm CRD
- 292917