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Robert Terry Peterson

Crescent Grove Advisors

Lake Forest, IL

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Current Employers
Crescent Grove Advisors

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-06-12
  • IL RA
    APPROVED
    Since 2018-06-12

Branch Locations

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • 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
Ayco/Goldman Sachs Deerfield IL 09/2001 05/2018
Crescent Grove Advisors, Llc Milwaukee WI 05/2018 Present
  • 09/2001 → 05/2018
    Ayco/Goldman Sachs
    Deerfield, IL
  • 05/2018 → Present
    Crescent Grove Advisors, Llc
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-17
  • S66 Uniform Combined State Law Examination
    2003-01-17

View on SEC IAPD

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Tommy Pirvu
Nicole Teresa Simmons
DUSTIN L WHITE
Michael John Brady
Samantha Pelligrino McGuire
CAROL H. BUSS

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC · Lake Forest, IL
ROUNDTABLE HEALTHCARE MANAGEMENT, INC · LAKE FOREST, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Lake Forest, IL
OBAR WEALTH MANAGEMENT LLC · LAKE FOREST, IL
EDWARD JONES · LAKE FOREST, IL

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