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Lyudmila Ter-Avanesyan

Grant Private Wealth Management

Pleasanton, CA

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Current Employers
Grant Private Wealth Management

4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-11
TX RA APPROVED_RES 2022-06-15
  • CA RA
    APPROVED
    Since 2025-06-11
  • TX RA
    APPROVED_RES
    Since 2022-06-15

Branch Locations

4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Walnut Creek CA 09/2011 02/2018
Grant Private Wealth Management, Inc. Pleasanton CA 03/2018 Present
Lyudmila Ter-Avanesyan Dublin CA 03/2017 Present
Glava Realty Walnut Creek CA 08/2021 Present
  • 09/2011 → 02/2018
    Fidelity Brokerage Services, Llc
    Walnut Creek, CA
  • 03/2018 → Present
    Grant Private Wealth Management, Inc.
    Pleasanton, CA
  • 03/2017 → Present
    Lyudmila Ter-Avanesyan
    Dublin, CA
  • 08/2021 → Present
    Glava Realty
    Walnut Creek, CA
Other Businesses

Name: LYUDMILA TER-AVANESYAN PROPERTIES; DUTIES: OWNER/LANDLORD; START: 03/2017; NOT INVESTMENT RELATED; Dublin, CA; TOTAL HOURS: 3 HOURS PER MONTH; SECURITY TRADING HOURS: 0 HOURS PER MONTH. Name: Glava Realty Investment Related: No Address Walnut Creek, CA What is the nature of the other business? Rental Property Your position, title, or relationship: Agent Start date of your relationship (mm/year): 08/2021 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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-14
S63 Uniform Securities Agent State Law Examination 2013-02-11
  • S65 Uniform Investment Adviser Law Examination
    2018-02-14
  • S63 Uniform Securities Agent State Law Examination
    2013-02-11
Other Names
  • Lyudmila Gugamyants
  • Ludmila Ter-Avanesyan

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