Corey Peterson is a CFP-designated registered investment advisor at Great Hill Advisory, based in Port Washington, NY, with 15 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 118 clients with $220M in assets under management.
Compensation
Firm Size
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Fee Structure
Great Hill Advisory may coordinate with third-party investment advisors to manage client investments. These advisors may charge additional fees separate from Great Hill Advisory's retainer fee. Great Hill Advisory recommends these outside advisors only if they provide additional services that the firm believes the client will benefit from.
Location
174 Main St, Port Washington, NY, 11050
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Great Hill Advisory
Previous Registrations
MML Investors Services, LLCBroker
Lenox Advisors, INC.
G. W. & Wade Asset Management Company, INC.Broker
Signator Investors, INC.Broker
State Registrations1 state
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