Louis P Grassi

Employer firm

Wealth Solutions, LLC CRD 126113

Reported services (Item 5G)

• THE FIRM ACTS AS SOLICITOR AND REFERS ITS CLIENTS TO OTHER THIRD PARTY ADVISERS.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1995 → Present
  Grassi & Co.
  Jericho, NY
• 06/1995 → Present
  Grassi Consulting Llc
  Jericho, NY
• 06/2007 → Present
  Ggi Holding, Inc
  Jericho, NY

Previous Registrations

• 2021-08-31 → 2021-12-31
  Wealth Solutions, Llc
  Jericho, NY

Other Businesses

1) Wealth Concepts, LLC, Time Devoted 5%, 6/21/2010, Company receives solicitor's fees from third party advisors. Company is licensed to sell Life Insurance, 100% owned by GGI Holding, Inc., Indirect Owner 2). Wealth Solutions, LLC, Time Devoted 5%, 6/23/2010, Company receives solicitor's fee from third-party advisors, 100% owned by GGI Holding, Inc. Indirect Owner 3) GGI Holding Time Devoted 5%, 6/23/2010, Company receives solicitor's fee from third-party advisors, 100% 4) Life Planning Alliance, LLC. Time Devoted: 0%, 2/25/2016, Company receives solicitor's fee from third-party advisors, 100% owned by Wealth Solutions LLC. Indirect Owner, Currently inactive 5) Grassi Fund Administration Service, Inc., Time Devoted: 0%, 1/1/2014, Hedge Fund Administration/Bookkeeping, 100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 6) Grassi Technology Consultants, LLC, Time Devoted 0%, 8/27/2013, Computer consulting services,100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 7) Grassi Franchise Services, LLC, Time Devoted: 2%, 11/9/2016, Accounting and business services and tax compliance for franchise businesses, 100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 8) Grassi Capital Advisors, LLC Time Devoted: 0%, 7/20/2016, Specializes in M&A advisory services, 100% owed by Grassi & Co. CPAs, P.C., Indirect Owner 9) Grassi Healthcare Advisors, LLC, Time Devoted: 5%, 8/3/2017, Compliance consulting for the heatlhcare industry, 80% Grassi & Co. CPAs, P.C. / 20% employee of Grassi Healthcare Advisors, LLC, Indirect Owner 10). Georgica Green Ventures, LLC, Time Devoted 5%, 10/18/2010, Real Estate Development, 50% owned by Louis Grassi, LLC and 50% unrelated entity, Indirect Owner 11) G&G Property Holdings, Ownership 42.5%, 11/4/2013, Real Estate Investment 12) GCG Properties, Ownership 25%, 8/2/2010, Real Estate Investment 13) Louis Grassi LLC, Ownership 80%, 10/5/2015, Real Estate Investment, 10% ownership 14) Grassi Family Investments, LLC, Ownership 20%, 8/1/2008, Real Estate Investment 15) Grassi Holding Company, LLC, Ownership 87%, 12/31/1998, Investments 16) BRT Realty Trust on the board since 2003, own 20,000 shares. 17) Flushing Savings Bank on the board since 1988

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-29
• S63 Uniform Securities Agent State Law Examination
  2005-10-25

Other Names

• Louis C Grassi
• Louis P. Grassi