Tyler
Dostie

Perennial Advisors Group, LLC

CRD#7596311
Investment Advisor
in Westford, MA

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About this Advisor

Tyler Dostie is a financial advisor based in Westford, Massachusetts, working with Perennial Advisors Group, LLC. Tyler has previously held positions at Perennial Advisors Group, LLC, Mccurdy Investments LLC, Natanis Golf Course, Nichols College, and School. Tyler has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Tyler is part of Perennial Advisors Group, LLC, which operates out of Westford, Massachusetts. The firm has 4 employees and manages assets totaling $287.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Perennial Advisors Group, LLC includes fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

270 Littleton Road Suite 19
Westford, MA 01886

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Perennial Advisors Group, LLC Brokerage Details

Total Assets Under Management

$287,080,002

MA Average: $16,012,751,954
Total Number of Employees

4

MA Average: 118
Total Number of Accounts

732

MA Average: 4,567
Average Account Size

$392,186

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Tyler Dostie Work History

2022 - Present (2 years)

Perennial Advisors Group, LLC

2021 - 2022 (1 year)

Mccurdy Investments LLC

2018 - 2022 (4 years)

Nichols College

2016 - 2021 (5 years)

Natanis Golf Course

2012 - 2018 (6 years)

School

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

Tyler Dostie
Westford, MA
Kelsey Brennan
Westford, MA
David Carpenter
Westford, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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