Peter Vincent Disch Jr
CFP®Professional Summary
Peter Vincent Disch JR, CFP® is a registered financial advisor currently at GREAT POINT WEALTH ADVISORS, LLC located in Boston, Massachusetts. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Peter has worked at 3 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DISCH & ASSOCIATES, LLC | GREAT POINT WEALTH ADVISORS, LLC
Contact Information
Main Address
One International Place Suite 4520, Boston, MA 02110Phone Number
(617) 585-0050# of Employees
5SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,218AUM (Assets Under Management)
$725,768,485Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/29/2026 | Cover Page | Report |
| 11/06/2024 | Cover Page | Report |
| 12/08/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
DISCH & ASSOCIATES, LLC | GREAT POINT WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(5/23/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Vincent Disch JR's CRS (Customer Relationship Summary).
Services Offered by Peter
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
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