Kathleen Peer, financial advisor Stuyvesant NY

Kathleen Peer

CRD Number: 1201001
Current Firm: Sage 360 Advisors LLC

Kathleen Peer (CRD# 1201001) is an Investment Advisor Representative working at Sage 360 Advisors LLC in Stuyvesant, NY and has over 36 years of experience in the finance industry.

Similar Advisors
Anthony Accetta, financial advisor Stuyvesant NY
Anthony J. Accetta
CRD# 5123632
Cetera Investment Advisers LLC
Similar Advisors
Joshua Adkins, financial advisor Stuyvesant NY
Joshua N. Adkins
CRD# 6129179
Pks Advisory Services, LLC
Similar Advisors
Marc Agel, financial advisor Stuyvesant NY
Marc A. Agel
CRD# 2853423
Pks Advisory Services, LLC
Company Name Location Dates Years
Sage360 Advisors, LLC Albany, NY Mar 2007 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kathleen C. Peer
Phone Number: (518)758-6861
Registered State(s):
  • WY
Current Firm Details
Sage 360 Advisors LLC
Firm's CRD Number: 143680
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $967,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NY, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.