Heidi Noel Peterson
Investment adviser representative at Portland Global Advisors LLC
11 yearsExperience
2 statesRegistered in
$1.2BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Portland Global Advisors LLCDec 2017 to now
- Bowdoin CollegeApr 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Portland Global Advisors LLC
$1.2BAssets managed
304Clients
11Advisers
29 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
- 4426978
- Firm CRD
- 109127