Peter Psaras, financial advisor Gloversville NY

Peter Psaras

CRD Number: 5702971
Current Firm: Conservative Equity Investment Advisors

Peter Psaras (CRD# 5702971) is an Investment Advisor Representative working at Conservative Equity Investment Advisors in Gloversville, NY and has over 14 years of experience in the finance industry.

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Next Financial Group, Inc.
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Sia Capital Management Inc. Fort Plain, NY Jan 2013 - Current 11
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Mycroft Research LLC Fort Plain, NY Apr 2009 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Peter G. Psaras
Phone Number: 518-853-6008
Registered State(s):
  • NY
  • WA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $416,079
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NY, WA

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