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Inactive

Tyler Bruce Dostie

Perennial Advisors Group, LLC

Westford, MA

CRD 7596311

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Employer firm

Perennial Advisors Group, LLC CRD 128600

$397M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Perennial Advisors Group, Llc

270 Littleton Road Suite 19, Westford, MA 01886 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-16
MA RA APPROVED 2022-09-07
  • TX RA
    APPROVED
    Since 2022-12-16
  • MA RA
    APPROVED
    Since 2022-09-07

Branch Locations

270 Littleton Road Suite 19, Westford, MA 01886 • 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
Perennial Advisors Group, Llc Westford MA 05/2022 Present
Mccurdy Investments Llc Sturbridge MA 10/2021 05/2022
Natanis Golf Course Vassalboro ME 04/2016 09/2021
Nichols College Dudley MA 09/2018 05/2022
School Vassalboro ME 07/2012 06/2018
  • 05/2022 → Present
    Perennial Advisors Group, Llc
    Westford, MA
  • 10/2021 → 05/2022
    Mccurdy Investments Llc
    Sturbridge, MA
  • 04/2016 → 09/2021
    Natanis Golf Course
    Vassalboro, ME
  • 09/2018 → 05/2022
    Nichols College
    Dudley, MA
  • 07/2012 → 06/2018
    School
    Vassalboro, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-06
  • S65 Uniform Investment Adviser Law Examination
    2022-09-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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