Peter John Earle Grose

Employer firm

Bay Colony Advisors CRD 152583

$1.43B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1996 → 06/2021
  Acorn Financial Advisory Services, Inc.
  Reston, VA
• 02/2010 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 06/2021 → Present
  Bay Colony Advisors
  Fairfax, VA

Previous Registrations

• 1996-10-18 → 2021-07-07
  Acorn Financial Advisory Services, Inc.
  Fairfax, VA

Other Businesses

--1--FIXED INSURANCE - NOT INVESTMENT RELATED - 1875 CAMPUS COMMONS DRIVE, SUITE 100, RESTON VA 20191 - FIXED INSURANCE (LIFE, HEALTH & ANNUITIES, DISABILITY, EMPLOYEE BENEFITS) - AGENT - 2010 - 4 HOURS/MONTH, 1 DURING TRADING - SALES/PROVIDING INSURANCE SOLUTIONS. 2. INSURANCE AGENT - 12/2001 TO PRESENT. DUTIES INCLUDE PROVIDING INSURANCE PRODUCTS ANDSERVICES TO CLIENTS AND PROSPECTS. SPEND MORE THAN 10% OF TIME ON THIS ACTIVITY PER MONTH. INVESTMENTRELATED 3. GEORGE MASON UNIVERSITY ICE HOCKEY ALUMNI FOUNDATION - 2/2020 - TO PRESENT. NON - INVESTMENT RELATED, PRESIDENT/OFFICER/DIRECTOR. SPENDS 1 HOUR PER QUARTER ON THIS ACTIVITY. 4. AUTHOR - 12/2024 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE WRITING THE NOVEL, "TIME" AND PROMOTING BOOK SALES. COMPENSATION RECEIVED IN THE FORM OF ROYALTIES. 12 HRS/MONTH SPENT ON THIS ACTIVITY, NONE DURING NORMAL TRADING HOURS. 3608 COUNTRY HILL DRIVE, FAIRFAX, VA.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-29
• S63 Uniform Securities Agent State Law Examination
  1991-04-08

Designations

• Certified Financial Planner