Peter Strano (CRD# 2842574) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Norwood, MA and has over 27 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Strano Financial Services | Norwood, MA | May 2017 - Current | 7 |
| Ameritas Investment Corp | Lincoln, NE | Nov 2015 - Current | 8 |
| Ameritas Life Insurance Corp | Lincoln, NE | Aug 2015 - Current | 8 |
| Home Tax Service | Norwood, MA | Jan 1980 - Current | 44 |
| Financial Resource Partners | Worcester, MA | Nov 2015 - May 2017 | 1 |
| Metlife Securities Inc. | Wellesley, MA | Jan 2015 - Nov 2015 | < 1 |
| New England Financial | Waltham, MA | Oct 1999 - Nov 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- MA
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, VT, WA, WI, WV, WY
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