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Corey Henry Peterson

Great Hill Advisory

Port Washington, NY

CRD 4502134

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Employer firm

Great Hill Advisory CRD 283228

$218M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Great Hill Advisory

174 Main St., Port Washington, NY 11050 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-03
  • NY RA
    APPROVED
    Since 2021-03-03

Branch Locations

174 Main St, Port Washington, NY 11050 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Great Hill Advisory, Ltd Port Washington NY 03/2016 Present
  • 03/2016 → Present
    Great Hill Advisory, Ltd
    Port Washington, NY
Previous Registrations
  • 2013-02-26 → 2016-03-29
    Lenox Advisors, Inc.
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-06-09
S66 Uniform Combined State Law Examination 2002-05-17
  • S63 Uniform Securities Agent State Law Examination
    2014-06-09
  • S66 Uniform Combined State Law Examination
    2002-05-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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