Tyler
Dostie
Perennial Advisors Group, LLC
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About this Advisor
Tyler Dostie is a financial advisor based out of Westford, Massachusetts with a total of 1 year of industry experience. Dostie is on the advisory team at Perennial Advisors Group, LLC. During their career, Dostie has held roles at Perennial Advisors Group, LLC, Mccurdy Investments LLC, Natanis Golf Course, Nichols College and School. Dostie has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Massachusetts and Texas. Perennial Advisors Group, LLC is a registered investment company based out of Westford, MA. It handles $261 million in total assets among its 735 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 735 customer accounts, 54% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules are based on which service is provided. However, fees billed by Perennial Advisors Group, LLC likely include hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Perennial Advisors Group, LLC Brokerage Details
$261,220,453
4
735
$355,402
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Tyler Dostie Work History
Tyler has been registered as a financial advisor for 1 years.*
Perennial Advisors Group, LLC
Mccurdy Investments LLC
Nichols College
Natanis Golf Course
School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tyler Dostie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perennial Advisors Group, LLC
Westford, MA
Westford, MA
Westford, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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