Steven Peritore (CRD# 7360109) is an Investment Advisor Representative working at Chimera Wealth in Petaluma, CA and has 1 year of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chimera Wealth | Petaluma, CA | Apr 2021 - Current | 3 |
| Cross Country Mortgage | Brecksville, OH | Aug 2018 - Current | 5 |
| Peoples Home Equity | Santa Rosa, OH | May 2016 - Aug 2018 | 2 |
| Banc Home Loans | Santa Rosa, OH | Feb 2007 - May 2016 | 9 |
- CA
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Total Assets Under Management14MILLIONS
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Total Number of Accounts136ACCOUNTS
-
Average Account Value$104,921
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA, TX, WA
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