Skip to content

Kristina Marie Petit

Investment adviser representative at Dow Family Office Advisory, LLC
14 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business

Are you Kristina Marie Petit? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Dow Family Office Advisory, LLCApr 2026 to now
  2. Dow Software, LLCJan 2019 to now
  3. Bolton Global CapitalFeb 2013 to now
  4. Bolton Global Asset ManagementOct 2012 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012
  • Series 63 · Uniform Securities Agent State Law2013

State registrations

Registered as an investment adviser representative in 1 state (ME).

Dow Family Office Advisory, LLC

$0Assets managed
0Clients
7Advisers
Under 1 yearIn 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
6127471
Firm CRD
340475
Advisor's SEC record (opens in a new tab)
CallContact this firm