Scott Reed Peterson

Employer firm

Gw&K Investment Management, LLC CRD 121942

$52.8B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2014 → 10/2022
  Bny Mellon
  Boston, MA
• 10/2022 → Present
  Gw&K Investment Management
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-11-02

Designations

• Chartered Financial Analyst

Other Names

• Scott Fred Peterson