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Peter John earle Grose

BAY Colony Advisors

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About Peter John earle Grose

Peter John earle Grose is a financial advisor with Bay Colony Advisors. Peter has been in the industry since 1991 and has experience in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Peter also holds the Series 63, Series 65, and Series 7 licenses.

Firm Information

Peter Grose is currently registered with BAY Colony Advisors. BAY Colony Advisors is a wealth management firm headquartered in Concord, Massachusetts. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, businesses, pension and profit-sharing plans, and high-net-worth individuals. BAY Colony Advisors manages approximately $1.07 billion in assets.
BAY Colony Advisors

86 BAKER AVENUE EXTENSION

CONCORD, MA 01742

$1.07B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Platform fee from sub-advisers

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Peter Grose’s Registration & Firm History

MA

06/24/2021 - Present

BAY Colony Advisors (CONCORD MA)

VA

02/01/2010 - 06/25/2021

THE STRATEGIC FINANCIAL ALLIANCE, INC. (RESTON VA)

VA

01/01/2004 - 02/02/2010

MULTI-FINANCIAL SECURITIES CORPORATION (FAIRFAX VA)

GA

08/26/1994 - 01/01/2004

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

NY

03/26/1991 - 08/29/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/29/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter John earle Grose.
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