Gregory Peterson (CRD# 4586325) is an Investment Advisor Representative working at Adaptive Financial Solutions Inc. in Waban, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adaptive Financial Solutions, Inc. | Waban, MA | Jan 2018 - Current | 6 |
| Unemployed | Waban, MA | Mar 2016 - Dec 2017 | 1 |
| Zevin Asset Management, LLC | Boston, MA | Jul 2015 - Feb 2016 | < 1 |
| Ballentine Partners, LLC | Waltham, MA | Jan 2010 - Jul 2015 | 5 |
- MA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$434,595
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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