Grant Konstantinovich Ter-Avanesyan

Current Employers

Employment History

• 07/2007 → 02/2018
  Fidelity Brokerage Services. Llc
  Salt Lake City, UT
• 07/2007 → 02/2018
  Strategic Advisers Inc.
  Salt Lake City, UT
• 04/2026 → Present
  Stoneridge Fund Manager, Llc
  Plesasanton, CA
• 03/2026 → Present
  6000 Stoneridge Llc
  Pleasanton, CA
• 03/2026 → Present
  6000 Stoneridge Fund I, Llc
  Pleasanton, CA
• 02/2026 → Present
  Private Wealth & Tax Partners Lp
  Pleasanton, CA
• 03/2018 → Present
  Grant Private Wealth Management, Inc.
  Pleasanton, CA
• 02/2018 → Present
  Grant K. Ter-Avanesyan
  Dublin, CA
• 03/2017 → 09/2023
  Grant K. Ter-Avanesyan Properties
  Dublin, CA
• 11/2017 → Present
  Ihss In Home Supportive Services
  Walnut Creek, CA
• 09/2020 → Present
  Grant K. Ter-Avanesyan
  Dublin, CA
• 08/2021 → Present
  Glava Realty
  Walnut Creek, CA
• 04/2022 → Present
  Leo Development
  Grand Junction, CO
• 01/2026 → Present
  Glava Family Inc.
  Pleasanton, CA

Previous Registrations

• 2011-09-14 → 2018-02-21
  Strategic Advisers Llc
  Sunnyvale, CA
  Walnut Creek, CA
• 2009-03-09 → 2010-03-05
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

Name: IHSS In Home Supportive Services; Walnut Creek, CA; Nature of Business: Medical and health care ; Investment Related: N; Title: Provider; Duties: Helping to get to medical appointments, Prepare meals, routine laundry, shopping for food, hygiene; Start Date: 11/02/2017; Total Hours p/m:40; Sec Trading Hours p/m:0 Name: Grant Ter-Avanesyan; Investment Related: Yes; Address Pleasanton, CA; What is the nature of the other business? Referral for client Insurance needs (Life insurance and long-term care ins); Referral; 05/2026; Approximate hours a month spent on the other business 1 hr; Approx hurs during trading 0 Hours; referring party to clients for insurance needs. Name: Grant Ter-Avanesyan; Address: Dublin, CA; Nature of Business: Referrals; Investment Related: Y; Title: n/a; Duties: provide referrals to other professionals; Start Date: 09/2020; Total Hours p/m:5; Sec Trading Hours p/m:0 Name: Glava Realty; Investment Related: No; Address Dublin, CA; What is the nature of the other business? Rental Property; Your position, title, or relationship: Agent; Start date of your relationship (mm/year): 8/2021; Approximate hours a month spent on the other business: 1; Approximate hours during trading spent on the other business: 0; Approximate percentage of time and income related to the business: 3% Duties: Holding LLC for rental properties, possible in the future ARBNB rentals property management Name: Leo Development; Investment-related? (yes/no) Real estate Investment; Address: 2454 Patterson Road, Suite 200, Grand Junction, Colorado; What is the nature of the other business?: Real Estate; Development; Your position, title, or relationship.: Managing Member; Start date of your relationship (mm/year): 04/2022; Approximate hours a month spent on the other business: 8 hours; Approximate hours during trading spent on the other business:0 hours; Approximate percentage of time and income related to the business.: 5%; Briefly describe your duties relating to the other business. Acquire land, develop the plans, sell the land Name: GLAVA Family Inc.; Investment-related? (yes/no) No; Address: Pleasanton, CA; What is the nature of the other business?: Holding company; Your position, title, or relationship.: owner; Start date of your relationship (mm/year): 01/2026; Approximate hours a month spent on the other business: 8 hours; Approximate hours during trading spent on the other business:0 hours; Approximate percentage of time and income related to the business.: 5%; Briefly describe your duties relating to the other business. holding company that owns a company which provides tax services. Name: Stoneridge Fund Manager, LLC; NotInv Rel; Pleasaton, CA; property management; Manager; 10 hr/mo; 0 during sec trdg; start 04/2026 Name: 6000 Stoneridge Fund I, LLC; NotInv Rel; Pleasanton, CA; commercial property management; Property Manager; 1 hr/mo; 0 during sec trdg; start 03/2026 Name: 6000 Stoneridge LLC; NotInv Rel; Pleasanton, CA; commercial property management; Manager; 1 hr/mo; 0 during sec trdg; start 03/2026 Name: Private Wealth & Tax Partners LP; NotInv Rel; Pleasanton, CA; tax preparation; partner/tax preparer; 4 hrs/mo; 0 during sec trdg; start 02/2026

Exams

• S66 Uniform Combined State Law Examination
  2009-03-28
• S63 Uniform Securities Agent State Law Examination
  2008-02-04

Designations

Other Names

• Grant Ter-Avanesyan