Peter John earle Grose
Investment adviser representative at Bay Colony Advisors
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Bay Colony AdvisorsJun 2021 to now
- The Strategic Financial Alliance, Inc.Feb 2010 to now
- Acorn Financial Advisory Services, Inc.Sep 1996 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (VA).
Bay Colony Advisors
Legal name: Bay Colony Advisory Group, Inc.
$1.4BAssets managed
2,668Clients
27Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2122963
- Firm CRD
- 152583