Peter Guardino (CRD# 2105332) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 32 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook, NY | Mar 2014 - Current | 9 |
| Park Avenue Securities | Woodbury, NY | Jul 2002 - Mar 2014 | 11 |
| Guardian Life Insurance Co Of America | New York, NY | Jul 2002 - Mar 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- NJ
- NY
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Total Assets Under Management8,397MILLIONS
-
Total Number of Accounts38,533ACCOUNTS
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Average Account Value$217,918
- 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)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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