Corey Peterson has been CCO, Owner of Great Hill Advisory since April 2016, is a control person of the firm and directly owns 75% or more of it.
Great Hill Advisory LTD. is a Port Washington, NY firm with $218M under management, 118 clients and 2 advisers in one office, as of its June 2026 filing.
Corey Peterson is Founder of Great Hill Advisory. He has worked with high net worth and ultra-high net worth clients in various capacities over the last 16 years, including as an insurance advisor, income tax advisor or investment portfolio manager.
Corey Peterson’s longest registration is the current one, 5 years at Great Hill Advisory since 2021. Before joining Great Hill Advisory in 2021, Corey Peterson was registered through Lenox Advisors, Inc.
- Great Hill AdvisoryCurrent– present · 5 yearsPort Washington, NY · Adviser representative · Firm CRD 283228
- Lenox Advisors, Inc.– · 3 yearsNew York, NY · Adviser representative · Firm CRD 119386
Professional designations
Listed by Great Hill Advisory
- CFP®
Investment adviser representative registrations
Corey Peterson is registered as an investment adviser representative in New York, since March 2021.
- New YorkSince 3 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 June 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 June 2014 |
| Series 66 | Uniform Combined State Law Examination | 17 May 2002 |
| Series 7 | General Securities Representative Examination | 11 March 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Corey Henry Peterson
- CRD
- 4502134
- Firm
- Great Hill Advisory · CRD 283228
- Role
- CCO, Owner
- Office
- 174 Main St, Port Washington, NY 11050
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greathilladvisory.com
Where does Corey Peterson work?
Corey Peterson has been CCO, Owner of Great Hill Advisory LTD. since April 2016, and is a control person of the firm.
Is Corey Peterson a financial advisor?
Yes. Corey Peterson has a current investment-adviser registration in New York, through Great Hill Advisory since March 2021.
How many years of experience does Corey Peterson have?
Corey Peterson has 8 years in the financial industry, since January 2018, across 2 adviser firms.
What exams has Corey Peterson passed?
Corey Peterson has passed 4 licensing exams: the Series 7, Series 66, Series 63 and Series 6. The earliest, the Series 7, was passed in March 2002. FINRA credited Corey Peterson with the SIE, which began in October 2018.
Where did Corey Peterson work before Great Hill Advisory?
Before Great Hill Advisory, Corey Peterson was registered through Lenox Advisors, Inc., February 2013 to March 2016.
Where is Corey Peterson based?
Corey Peterson’s registered office is in Port Washington, NY.
Is Corey Peterson registered with FINRA?
No. Corey Peterson has no current broker registration.
Is Corey Peterson a CFP?
Great Hill Advisory lists Corey Peterson with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Corey Peterson, CFP®, EA biography, greathilladvisory.com
How can I verify Corey Peterson’s record?
Search CRD 4502134 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Corey Peterson’s full registration record.