Peter Newman (CRD# 1554224) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 37 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevatus Wealth Management, LLC | Victor, NY | Jul 2023 - Current | < 1 |
| Bank Of America, N.a. | Burlington, VT | Jan 2015 - Jul 2023 | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington, VT | Sep 2014 - Jul 2023 | 8 |
| Unemployed | New York, NY | Apr 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- VT
-
Total Assets Under Management346MILLIONS
-
Total Number of Accounts775ACCOUNTS
-
Average Account Value$447,057
- A percentage of assets under your management
- 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
CA, CT, FL, MD, NC, NY, TX, VT
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