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Peter Vincent Disch

Great Point Wealth Advisors, LLC

Boston, MA

CRD 4552960

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Employer firm

Great Point Wealth Advisors, LLC CRD 147082

$726M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Great Point Wealth Advisors, Llc

One International Place Suite 4520, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2008-05-23
  • MA RA
    APPROVED
    Since 2008-05-23

Branch Locations

One International Place Suite 4520, Boston, MA 02110 • 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
Ids Life Insurance Company Boston MA 06/2002 Present
Great Point Wealth Advisors, Llc Boston MA 04/2008 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-02
  • S66 Uniform Combined State Law Examination
    2002-07-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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