Peter Vincent Disch
Investment adviser representative at Great Point Wealth Advisors, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$725.8MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Great Point Wealth Advisors, LLCApr 2008 to now
- Ids Life Insurance CompanyJun 2002 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MA).
Great Point Wealth Advisors, LLC
$725.8MAssets managed
462Clients
3Advisers
17 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
- 4552960
- Firm CRD
- 147082