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Corey Peterson

Corey Peterson

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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Corey Peterson

Corey Peterson

Corey Peterson, a financial fiduciary has been a Paladin Registry member since 2020. Corey is the owner of Corey holds the Certified Financial Planner , Enrolled Agent certifications and has over 20 years of experience. Corey provides financial services to clients in the Glen Head, New York area.

I. Snapshot

A. Registry Member
  • Since 2020
B. Years of Experience
  • 20
C. College Degrees
  • Did Not Provide
D. Certifications
  • CFP®, EA
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    At Bayside Tax and Wealth we provide comprehensive financial planning, income tax preparation and investment management. We feel by having one advisory firm manage all aspects of your financial life you'll be better organized and more able to act on tax planning or investment opportunities

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 174 Main St.
    Glen Head, New York, 11545
C. Telephone
  • 516.500.1240

III. Internet

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Did Not Answer
D. Name of Broker/Dealer
  • Did Not Answer
E. Name(s) of Custodian(s)
  • Did Not Answer

V. Credentials

A. Years of Financial Experience
  • 20 Years
B. College, Degrees, Years
  • Did Not Provide
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • None
C. Industry Licenses
  • RIA/IAR Registration
D. Registration & License Numbers
  • CRD: None
  • IARD: None
  • Insurance: None
E. State Licences
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    At Bayside Tax and Wealth we provide comprehensive financial planning, income tax preparation and investment management. We feel by having one advisory firm manage all aspects of your financial life you'll be better organized and more able to act on tax planning or investment opportunities

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Did Not Answer
F. Methods of Communication
  • Email
  • Telephone
  • Skype/Video-Voice
  • At my office
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Did Not Answer
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • Corey Peterson
Most Recent Update:
  • Jul 29, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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