Peter BermontCRD Number: 19753
Current Firm: Raymond James & Associates, Inc.
Peter Bermont (CRD# 19753) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coral Gables, FL and has over 38 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Miami Community College||Miami, FL||Mar 2019 - Current||3|
|Raymond James & Associates, Inc.||Miami, FL||Feb 2013 - Current||9|
|Mesznik||Ridgefield, CT||Mar 1999 - Current||23|
|Morgan Keegan And Company, Inc.||Coral Gables, FL||Jun 2005 - Feb 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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