Gregory L. Peterson

ADAPTIVE FINANCIAL SOLUTIONS

Waban, MA

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CRD#: 4586325

Professional summary

Gregory Lambros Peterson, CFP®, who also goes by Gregory Lambros Peterson Mr., is a registered financial advisor currently at ADAPTIVE FINANCIAL SOLUTIONS INC located in Waban, Massachusetts.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gregory has worked at 4 firms .

Question & Answer

What are your service offerings?

Education Planning

Socially Responsible Investing

Employee and Employer Plan Ben...

Investment Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Gregory Lambros Peterson Mr.

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Lambros Peterson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

June 26, 2018 - Present

ADAPTIVE FINANCIAL SOLUTIONS INC

RIA

CRD#: 293198

Waban, MA

Past

October 19, 2015 - February 25, 2016

ZEVIN ASSET MANAGEMENT, LLC

RIA

CRD#: 165269

BOSTON, MA

Past

February 22, 2010 - July 17, 2015

BALLENTINE PARTNERS

RIA

CRD#: 152802

WALTHAM, MA

Past

September 19, 2002 - February 23, 2010

BALLENTINE FINN & CO INC

RIA

CRD#: 108853

WALTHAM, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(6/26/2018)

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

Current Firm

ADAPTIVE FINANCIAL SOLUTIONS INC

CRD#: 293198 / SEC#:

Massachusetts

Registered Investment Advisory firm - (6/26/2018 Approved)

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Contact information

Main Address

Waban, MA

Mailing Address

21 Oak Vale Rd., Waban, MA 02468

Phone number

(617) 775-2711

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 7,351,428

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Gregory L. Peterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Lambros Peterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADAPTIVE FINANCIAL SOLUTIONS INC

ZEVIN ASSET MANAGEMENT, LLC

BALLENTINE PARTNERS

BALLENTINE FINN & CO INC

State Registrations and Notice Filings

Exams

Current Firm

ADAPTIVE FINANCIAL SOLUTIONS INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADAPTIVE FINANCIAL SOLUTIONS INC

TRUST BUT VERIFY

Contact information

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