Peter Shimkus, financial advisor Southborough MA

Peter Shimkus

CRD Number: 422174
Current Firm: Shimkus, Peter E

Peter Shimkus (CRD# 422174) is an Investment Advisor Representative working at Shimkus, Peter E in Southborough, MA and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Chauner Securities Northbrook, IL Jan 2000 - Current 24
Peter Shimkus Southboro, MA May 1993 - Current 30
Michel Associates Ltd. Boston, MA May 1991 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1982
S65 NASAA Investment Advisors Law Examination Nov 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Peter E. Shimkus
Phone Number: 508-414-2438
Registered State(s):
  • FL
  • MA
Current Firm Details
Shimkus, Peter E
Firm's CRD Number: 130080
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $295,563
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MA

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