Corey Henry Peterson
Investment adviser representative at Great Hill Advisory
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$218.4MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Great Hill Advisory, LtdMar 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
Great Hill Advisory
Legal name: Great Hill Advisory Ltd.
$218.4MAssets managed
118Clients
1Advisers
5 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
- 4502134
- Firm CRD
- 283228