Louis Grassi is a registered investment advisor at Wealth Solutions, LLC, based in Jericho, NY, with 4 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
50 Jericho Quadrangle, Suite 200, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Louis is involved in various business activities, including ownership stakes in several real estate investment and development companies, as well as serving on the board of BRT Realty Trust and Flushing Savings Bank. He also dedicates a small percentage of his time to Wealth Concepts, LLC, which is licensed to sell life insurance.
Employment History
Current Registrations
Wealth Solutions, LLC
Previous Registrations
Wealth Solutions, LLC
State Registrations1 state
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