Arch PeregoffCRD Number: 1196008
Current Firm: Carmel Capital Partners, LLC
Arch Peregoff (CRD# 1196008) is an Investment Advisor Representative working at Carmel Capital Partners, LLC in San Diego, CA and has over 29 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Seabird Financial||San Diego, CA||Jun 2016 - Current||< 1|
|Carmel Capital Partners LLC||La Jolla, CA||Dec 2009 - Current||7|
|Mid Atlantic Capital Corporation||Pittsburgh, PA||May 2004 - Nov 2010||6|
|Itb Advisors||San Diego, CA||Dec 2003 - Dec 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 2001|
Total Assets Under Management187MILLIONS
Total Number of Accounts208ACCOUNTS
Average Account Value$897,837
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, MD, TX
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