Great Hill Advisory

Great Hill Advisory (CRD# 283228) is a financial advisory firm headquartered in , . They manage $138,236,135 in 291 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.baysidetaxandwealth.com/
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $475,038
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Great Hill Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Corey Peterson, financial advisor Port Washington NY
Corey H. Peterson
CRD#: 4502134
174 Main St, Port Washington, NY 11050

Corey Peterson (CRD# 4502134) is an Investment Advisor Representative working at Great Hill Advisory in Port Washington, NY and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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