Peter Grave has been an investment adviser representative at August Wealth Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners. Peter Grave holds a B.A. in Economics from the University of Colorado.
August Wealth Advisors LLC is a Westport, CT firm with $437M under management, 319 clients and 4 advisers in one office, as of its September 2026 filing.
Peter Grave is Director/Wealth Advisor of August Wealth Advisors. He began his career as a financial advisor with Merrill Lynch and most recently was Corporate Client Group Director at Morgan Stanley. He helps business professionals and families navigate important changes in their work and life circumstances.
Peter Grave’s longest registration was 11 years at Morgan Stanley (2009–2021). Before joining August Wealth Advisors in 2026, Peter Grave was registered through Stratos Wealth Advisors LLC and Morgan Stanley.
- August Wealth Advisors LLCCurrent– present · under a yearWestport, CT · Adviser representative · Firm CRD 339322
- Stratos Wealth Advisors LLC– · 4 yearsWestport, CT · Adviser representative · Firm CRD 283816
- Morgan Stanley– · 11 yearsWestport, CT · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 2 yearsBoston, MA · Adviser representative · Firm CRD 8209
- Morgan Stanley– · under a yearBoston, MA · Adviser representative · Firm CRD 7556
- Merrill Lynch Pierce Fenner & Smith Inc.– · 2 yearsBoston, MA · Adviser representative · Firm CRD 7691
- Waddell & Reed, Inc.– · under a yearNorth Haven, CT · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Peter Grave is registered as an investment adviser representative in Connecticut, since February 2026.
- ConnecticutSince 19 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 12 February 2009 |
| Series 66 | Uniform Combined State Law Examination | 16 December 2003 |
| Series 7 | General Securities Representative Examination | 11 November 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter Tyler Grave
- CRD
- 4717591
- Firm
- August Wealth Advisors · CRD 339322
- Office
- 51 RIVERSIDE AVENUE, FIRST FLOOR, Westport, CT 06880
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- augustwealthadvisors.com
Where does Peter Grave work?
Peter Grave is an investment adviser representative registered through August Wealth Advisors LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Peter Grave a financial advisor?
Yes. Peter Grave has a current investment-adviser registration in Connecticut, through August Wealth Advisors since February 2026.
How many years of experience does Peter Grave have?
Peter Grave has 22 years in the financial industry, since March 2004, across 7 adviser firms.
What exams has Peter Grave passed?
Peter Grave has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in November 2003. FINRA credited Peter Grave with the SIE, which began in October 2018.
Where did Peter Grave work before August Wealth Advisors?
Before August Wealth Advisors, Peter Grave was registered through Morgan Stanley, June 2009 to May 2021; Morgan Stanley & Co. Incorporated, April 2007 to June 2009; Morgan Stanley, February 2007 to April 2007; Merrill Lynch Pierce Fenner & Smith Inc., September 2004 to February 2007; Waddell & Reed, Inc., January 2004 to June 2004.
Where is Peter Grave based?
Peter Grave’s registered office is in Westport, CT.
Is Peter Grave registered with FINRA?
No. Peter Grave has no current broker registration.
How can I verify Peter Grave’s record?
Search CRD 4717591 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Grave’s full registration record.