Tyler Bruce Dostie
Investment adviser representative at Perennial Advisors Group, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$397.4MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Perennial Advisors Group, LLCMay 2022 to now
- Mccurdy Investments LLCOct 2021 to May 2022
- Nichols CollegeSep 2018 to May 2022
- Natanis Golf CourseApr 2016 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Perennial Advisors Group, LLC
$397.4MAssets managed
191Clients
3Advisers
22 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
- 7596311
- Firm CRD
- 128600