Corey Peterson
Great Hill Advisory · Port Washington, New York
Corey Peterson is a fee-only financial advisor at Great Hill Advisory in Port Washington, New York, who holds the CFP and EA credentials. Corey focuses on family wealth transfer. Great Hill Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Great Hill Advisory |
|---|---|
| Based in | Port Washington, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $218.4M across 391 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in NY · CRD 4502134 |
| Exams passed | Series 66 (2002) · Series 63 (2014) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | greathilladvisory.com |
How Corey's firm compares
- Great Hill Advisory's average account is about $559,000, from its Form ADV (assets managed divided by 391 accounts).
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Questions about Corey
Is Corey Peterson a fee-only financial advisor?
Yes. Corey Peterson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Corey's firm.
How does Corey charge for financial advice?
Corey's firm, Great Hill Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Corey Peterson based?
Corey Peterson is based in Port Washington, New York.
What does Corey specialize in?
Corey's specialties include family wealth transfer. Corey works with ultra high net worth.
What credentials does Corey Peterson hold?
Corey Peterson holds the CFP and EA credentials.
Is Corey Peterson registered with the SEC?
Yes. Corey Peterson is registered as an investment adviser representative in NY (CRD 4502134), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Great Hill Advisory manage?
Great Hill Advisory reports $218.4M across 391 accounts in assets under management.
How do I contact Corey Peterson?
Through Corey's website, greathilladvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Great Hill Advisory website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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