Peter AbbateCRD Number: 6127350
Current Firm: Merit Financial Advisors
Peter Abbate (CRD# 6127350) is an Investment Advisor Representative working at Merit Financial Advisors in Maitland, FL and has over 10 years of experience in the finance industry.
Securian Financial Services, Inc.
Certified Advisory Corp
Financial Harvest Wealth Advisors
|Lpl Financial LLC||Maitland, FL||Apr 2022 - Current||< 1|
|Merit Financial Group, LLC||Alpharetta, GA||Apr 2022 - Current||< 1|
|Valic Financial Advisors, Inc.||Orlando, FL||Oct 2020 - Apr 2022||1|
|Pnc Bank||Orlando, FL||Feb 2020 - Oct 2020||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Aug 2019 - Jan 2020||< 1|
|Bank Of America, N.a.||Orlando, FL||Aug 2019 - Jan 2020||< 1|
|Jp Morgan Chase Bank, N.a.||Orlando, FL||Feb 2018 - Aug 2019||1|
|Jp Morgan Securities, LLC||Orlando, FL||Feb 2018 - Aug 2019||1|
|Valic Financial Advisors, Inc.||Orlando, FL||Apr 2016 - Mar 2018||1|
|Massachusetts Mutual Life Insurance Co||Tampa, FL||Mar 2015 - Jan 2016||< 1|
|Mml Investors Services, LLC||Tampa, FL||Apr 2015 - Dec 2015||< 1|
|Transamerica Financial Advisors, Inc.||Orlando, FL||Mar 2013 - Apr 2015||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management3,682MILLIONS
Total Number of Accounts10,460ACCOUNTS
Average Account Value$351,980
- 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, 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, TN, TX, UT, VA, VT, WA, WI, WV, WY
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