Peter Dimaria (CRD# 6150978) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 2 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarfeld Financial Advisors, LLC | Tarrytown, NY | Oct 2022 - Current | 1 |
| Citizens Bank | Tarrytown, NY | Oct 2022 - Current | 1 |
| Unemployed | Pleasantville, NY | Jul 2022 - Oct 2022 | < 1 |
| Independent Brokerage Solutions LLC | New York, NY | May 2022 - Jun 2022 | < 1 |
| Masterworks | New York, NY | Jul 2021 - Jun 2022 | < 1 |
| Arete Wealth Management, LLC | Chicago, IL | Oct 2021 - Apr 2022 | < 1 |
| Gold Bullion International | New York, NY | May 2011 - Jun 2021 | 10 |
| Gbi Capital, Inc. | New York, NY | Jan 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
- NY
-
Total Assets Under Management9,516MILLIONS
-
Total Number of Accounts4,456ACCOUNTS
-
Average Account Value$2,135,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, TX, VA, VT, WA, WY
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 derived from SEC.gov data covering 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.
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.