Terri Grassi

Employer firm

Rai Wealth Management CRD 277137

$160M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 02/2010 → Present
  Richey Advisors, Inc.
  Placentia, CA
• 11/2011 → 11/2019
  Terri Grassi, Cpa
  Fullerton, CA
• 11/2019 → 12/2021
  Munson, Cronick & Associates, Llp Certified Public Accountants
  Fullerton, CA

Previous Registrations

• 2010-02-02 → 2015-11-26
  Richey Advisors, Inc.
  Fullerton, CA
  Fullerton, CA
  Fullerton, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-18
• S63 Uniform Securities Agent State Law Examination
  1998-07-30

Other Names

• Teresa Grassi
• Terri Appice
• Teresa Appice
• Terri Grassi