Peter Smith is a CFP-designated registered investment advisor, based in Westwood, MA, with 14 years of industry experience.
Location
1 University Ave., Suite 2B, Westwood, MA, 02090
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter sells fixed insurance products, dedicating minimal time to this activity. He is also a co-owner of Grandview Financial Group, LLC, DBA Grandview Partners, spending all of his time on this.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
October 2025 - Present · 9 mos
Kestra Advisory Services, LLC
October 2025 - Present · 9 mos
Previous Registrations
Commonwealth Financial Network
October 2015 - October 2025 · 10 yrs
Commonwealth Financial NetworkBroker
September 2015 - October 2025 · 10 yrs 1 mo
Triad Advisors, INC.
October 2011 - September 2015 · 3 yrs 11 mos
Triad Advisors, INC.Broker
June 2011 - September 2015 · 4 yrs 3 mos
State Registrations15 states
CACTFLIAINMAMDMENCNYRITXVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.