Peter SuccosoCRD Number: 1798811
Current Firm: Woodbury Financial Services, Inc.
Peter Succoso (CRD# 1798811) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Hockessin, DE and has over 19 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
|Woodbury Financial Services||Hockessin, PA||Feb 2007 - Current||11|
|Sherpa Capital Management||Hockessin, DE||Jun 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2003|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts17,398ACCOUNTS
Average Account Value$186,902
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY