Edward A. Grassi
Investment adviser representative at J.w.burns & Company, Inc.
27 yearsExperience
3 statesRegistered in
$1BFirm assets
49 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- J.w.burns & Company, Inc.Jul 2021 to now
- J.W. Burns & Company, Inc.Jan 1999 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
J.w.burns & Company, Inc.
Legal name: Burns J W & Co Inc
$1BAssets managed
631Clients
6Advisers
49 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
- 7405025
- Firm CRD
- 107835