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Peter T. Grave

AUGUST WEALTH ADVISORS LLC
WESTPORT, CT 06880
Some features on this profile are disabled
CRD#: 4717591
PG

Professional summary

Peter Tyler Grave is a registered financial advisor currently at AUGUST WEALTH ADVISORS LLC located in Westport, Connecticut.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Peter has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Peter Tyler Grave's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 19, 2026 - Present

AUGUST WEALTH ADVISORS LLC

Office #1: 1 Riverside Avenue First Floor, Westport, CT 06880
RIA
CRD#: 339322
WESTPORT, CT
Past

April 16, 2021 - March 5, 2026

STRATOS WEALTH ADVISORS LLC

RIA
CRD#: 283816
WESTPORT, CT
Past

June 1, 2009 - May 12, 2021

MORGAN STANLEY

RIA
CRD#: 149777
WESTPORT, CT
Past

June 1, 2009 - May 10, 2021

MORGAN STANLEY

BD
CRD#: 149777
WESTPORT, CT
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
BOSTON, MA
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
BOSTON, MA
Past

February 2, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
BOSTON, MA
Past

February 2, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
BOSTON, MA
Past

September 13, 2004 - February 6, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BOSTON, MA
Past

September 13, 2004 - February 6, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BOSTON, MA
Past

January 6, 2004 - June 18, 2004

WADDELL & REED

RIA
CRD#: 866
NORTH HAVEN, CT
Past

December 19, 2003 - June 18, 2004

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

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
Connecticut
(2/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 2/12/2009
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/11/2003
General Securities Representative Examination

Current Firm

AW
AUGUST WEALTH ADVISORS LLC
AUGUST WEALTH ADVISORS LLC

CRD#: 339322 / SEC#: 801-134820

RIA
Registered Investment Advisory firm - (11/24/2025 120-Day Approval)
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Contact information

Main Address
1 Riverside Avenue First Floor, Westport, CT 06880
Mailing Address
Phone number
(800) 985-9477
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AWA DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/24/2025)
0

Red Flags

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.

Company Information

AUGUST WEALTH ADVISORS LLC

CRD#: 339322Westport, CT 06880

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