Patrick Lowell Grasso
Investment adviser representative at Robbins Farley LLC
12 yearsExperience
2 statesRegistered in
$252.9MFirm assets
6 yearsFirm in business
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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
Experience
12 years in the industry.
- Robbins Farley LLCApr 2025 to now
- Vision Capital PartnersJul 2022 to Mar 2025
- UnemployedMar 2022 to Jul 2022
- Affinia Financial GroupOct 2019 to Mar 2022
- UnemployedFeb 2019 to Oct 2019
- The Ayco Company, L.P., a Goldman Sachs CompanyJun 2014 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Robbins Farley LLC
$252.9MAssets managed
263Clients
4Advisers
6 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
- 6350605
- Firm CRD
- 286581