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Keley Renee Petersen

Willow Grove Advisors, LLC

Berkeley, CA

CRD 1738238

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Employer firm

Willow Grove Advisors, LLC CRD 151993

$370M regulatory AUM 13 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Willow Grove Advisors, Llc

1919 Addison St Suite 101, Berkeley, CA 94704 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
WA RA APPROVED 2022-06-07
MA RA APPROVED 2016-05-27
  • CA RA
    APPROVED
    Since 2025-01-01
  • WA RA
    APPROVED
    Since 2022-06-07
  • MA RA
    APPROVED
    Since 2016-05-27

Branch Locations

1919 Addison St Suite 101, Berkeley, CA 94704 • 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
Willow Grove Advisors, Llc Berkeley CA 11/2009 Present
Previous Registrations
  • 2008-12-08 → 2009-11-02
    Bay Willow Advisers, Llc
    San Diego, CA
  • 2005-10-21 → 2008-12-08
    Zions Capital Advisors, Inc.
    Berkeley, CA
  • 2004-08-18 → 2005-09-07
    Wipfli Financial Advisors, Llc
    Foster City, CA
  • 2004-05-19 → 2004-08-16
    Seton Smoke Captal Management
    Greenbrae, CA
  • 2000-02-14 → 2003-08-21
    Deloitte Investment Advisors Llc
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-13
S63 Uniform Securities Agent State Law Examination 1997-05-12
  • S65 Uniform Investment Adviser Law Examination
    1999-12-13
  • S63 Uniform Securities Agent State Law Examination
    1997-05-12
Other Names
  • Keley Renee Petersen

View on SEC IAPD

Nearby Firms

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FUTURE FRONTIER CAPITAL, LLC
VOLEON CAPITAL MANAGEMENT LP

Nearby Investors

JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel

Nearby Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA

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