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Patrick Lowell Grasso
Pat Grasso
CRD#: 6350605
IA
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VISION CAPITAL PARTNERSCRD#: 175147 2211 OLD EARHART RD.
SUITE 155
ANN ARBOR, MI 48105
SUITE 155
ANN ARBOR, MI 48105
OSAIC WEALTH, INC.CRD#: 23131 2211 Old Earhart Road
Suite 155
Ann Arbor, MI 48105
Suite 155
Ann Arbor, MI 48105
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Disclosures
9
Years of Experience
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State Registrations
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Michigan 8/9/2022
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Michigan 8/23/2024
SRO Registrations
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Registered with this firm since 8/9/2022
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Registered with this firm since 8/23/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 09/01/2022 - 08/23/2024 | Ann Arbor, MI | |
IA | 12/24/2019 - 03/17/2022 | BURLINGTON, MA | |
B | 04/02/2021 - 03/11/2022 | Burlington, MA | |
B | 12/13/2019 - 06/15/2021 | BURLINGTON, MA | |
B | 01/04/2016 - 03/12/2019 | LATHAM, NY | |
B | 07/10/2014 - 01/22/2016 | LATHAM, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.