DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst24 years in industry

GREGORY LAMBROS PETERSON

Advisor at ADAPTIVE FINANCIAL SOLUTIONS INC

Waban, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baeb79ca-23d4-8c0a-7e77-0915d9fb99cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADAPTIVE FINANCIAL SOLUTIONS INC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 19, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Sep 19, 2002
Dual registered: no
Other names: GREGORY LAMBROS PETERSON
IAPD individual key: 4586325

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADAPTIVE FINANCIAL SOLUTIONS INC	State registered	Jun 26, 2018	n/a	yes	Waban, MA	Current employment
ZEVIN ASSET MANAGEMENT, LLC	Independent wealth	Oct 19, 2015	Feb 25, 2016	no	BOSTON, MA	Previous registration
BALLENTINE PARTNERS	Independent wealth	Feb 22, 2010	Jul 17, 2015	no	WALTHAM, MA	Previous registration
BALLENTINE FINN & CO INC	n/a	Sep 19, 2002	Feb 23, 2010	no	WALTHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ZEVIN ASSET MANAGEMENT, LLC	ADAPTIVE FINANCIAL SOLUTIONS INC	Feb 25, 2016	Jun 26, 2018	852	Firm change after gap	Other
BALLENTINE PARTNERS	ZEVIN ASSET MANAGEMENT, LLC	Jul 17, 2015	Oct 19, 2015	94	Firm change	Other
BALLENTINE FINN & CO INC	BALLENTINE PARTNERS	Feb 23, 2010	Feb 22, 2010	-1	Firm change	Other

Relationships

Registered with (4)

→ ADAPTIVE FINANCIAL SOLUTIONS INCRegistered adviserregistration: current employment
Jun 26, 2018 to presentfactForm ADV
→ ZEVIN ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 19, 2015 to Feb 25, 2016factForm ADV
→ BALLENTINE PARTNERSRegistered adviserregistration: previous registration
Feb 22, 2010 to Jul 17, 2015factForm ADV
→ BALLENTINE FINN & CO INCRegistered adviserregistration: previous registration
Sep 19, 2002 to Feb 23, 2010factForm ADV

Dated events

No dated event names this entity yet.