Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Tyler Grave is a financial advisor with Stratos Wealth Advisors LLC in WESTPORT, CT. Peter has been in the financial services industry for over 18 years. He is licensed to provide investment advice in Connecticut and Texas. Peter's previous experience includes roles at Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Waddell & Reed, Inc. Peter is a Series 66, Series 31 and Series 7 licensed advisor. Peter is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Peter has a wide range of experience in financial planning, portfolio management and retirement planning. Peter specializes in serving high-net-worth individuals, corporations and other businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
CT
04/16/2021 - Present
Stratos Wealth Advisors LLC (WESTPORT CT)
CT
06/01/2009 - 05/10/2021
MORGAN STANLEY (WESTPORT CT)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
02/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
MA
09/13/2004 - 02/06/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
KS
12/19/2003 - 06/18/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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