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Peter Charles Foley

Fourthpoint Advisors

Wellesley, MA

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Current Employers
Fourthpoint Advisors

Wellesley, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-14
MA RA APPROVED 2018-06-21
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-14
  • MA RA
    APPROVED
    Since 2018-06-21

Branch Locations

Wellesley, MA • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peter Foley/ Fourthpoint Advisors Bethesda MD 11/2005 Present
  • 11/2005 → Present
    Peter Foley/ Fourthpoint Advisors
    Bethesda, MD
Previous Registrations
  • 2004-05-25 → 2005-10-20
    Advest, Inc.
    Washington, DC
Other Businesses

Peter Foley, doing business as a sole proprietor, is a licensed insurance broker in some states, including Massachusetts.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-05-07
  • S63 Uniform Securities Agent State Law Examination
    2004-05-07
Designations

View on SEC IAPD

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