Edward Grassi (CRD# 7405025) is an Investment Advisor Representative working at J.w.burns & Company, Inc. in Dewitt, NY and has 1 year of experience in the finance industry.
CRD# 6846958
Lpl Financial LLC
CRD# 1375475
Ubs Financial Services Inc.
CRD# 1425721
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Burns & Company, Inc. | Dewitt, NY | Jan 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- FL
- NY
- TX
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Total Assets Under Management802MILLIONS
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Total Number of Accounts1,270ACCOUNTS
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Average Account Value$631,404
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CT, FL, MA, NC, NH, NJ, NY, PA, SC, TX, VA
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