Peter William Grassi

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 08/2013 → Present
  Lpl Financial Llc
  Wayne, PA
• 08/2013 → 10/2019
  Private Advisor Group, Llc
  Morristown, NJ
• 10/2019 → Present
  Global Retirement Partners, Llc
  Wayne, PA

Previous Registrations

• 2013-08-26 → 2019-10-28
  Private Advisor Group, Llc
  King Of Prussia, PA
  Morristown, NJ
• 2011-01-11 → 2013-08-29
  New England Securities
  Newtown Square, PA
  Newtown Square, PA

Other Businesses

1. 10/25/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/24/2019 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2019. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 10/25/2019 - FRS Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/24/2019 - 120 Hours Per Month/120 Hours During Securities Trading. 3. 10/25/2019 - Global Retirement Partners, LLC - DBA: (Hybrid) FRS Capital Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 10/24/2019 - 40 Hours Per Month/20 Hours During Securities Trading. 4. 12/12/2019 - FRS Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/29/2019 - 160 Hours Per Month/40 Hours During Securities Trading. 5. 5/25/2021 - Mass Mutual of Eastern Pennsylvania - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 4/23/2021 - 1 Hours Per Month/1 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-19