Peter
Greaves-Tunnell
Cobblestone Capital Advisors, LLC
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About this Advisor
Peter Greaves-Tunnell is a financial advisor based in Exeter, New Hampshire, working with Cobblestone Capital Advisors, LLC. Peter has previously held a position at Cobblestone Capital Advisors, LLC. Peter has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire. Currently, Peter is part of Cobblestone Capital Advisors, LLC, which operates out of Exeter, New Hampshire. The firm has 1 office and 41 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Cobblestone Capital Advisors, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cobblestone Capital Advisors, LLC Brokerage Details
$2,577,480,524
41
3,163
$814,885
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Peter Greaves-Tunnell Work History
Cobblestone Capital Advisors, LLC
Disclosures
Please visit the SEC profile of Peter Greaves-Tunnell 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 Cobblestone Capital Advisors, LLC
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
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