Gregory John Grasso

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 05/2016 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 10/2018 → 07/2023
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 07/2023 → Present
  Tiaa
  New York, NY
• 07/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY

Previous Registrations

• 2018-10-12 → 2023-07-29
  Edelman Financial Engines
  Paramus, NJ
  Upper Saddle River, NJ
• 2016-05-24 → 2018-11-01
  Edelman Financial Services, Llc
  Paramus, NJ
  Fairfax, VA
• 1994-05-13 → 2016-04-15
  Strategic Advisers Llc
  New York, NY
  Paramus, NJ

Other Businesses

(1) Name: none/ residential rental Position: joint owner with spouseNature: personal residential property rentalInvestment Related: YesHours: 4Securities Trading Hours: 0Start Date: 01/31/2007 Address: 635 American Legion Dr, Teaneck NJ 07666, United States Description: residential real estate rental (2) Name: no name, personal residential rental Position: owner of property with my spouseNature: residential rentalsInvestment Related: YesHours: 4Securities Trading Hours: 0Start Date: 01/31/2013 Address: 25 E. Brinkerhoff Ave, Palisades Park NJ 07650, United States Description: personal residential rental property

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-27
• S66 Uniform Combined State Law Examination
  2003-12-18

Other Names

• Greg Grasso
• Gregory John Grasso
• Gregory J Grasso