Peter SmilovskyCRD Number: 4611749
Current Firm: H.d. Vest Advisory Services, Inc.
Peter Smilovsky (CRD# 4611749) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Tavernier, FL and has over 9 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Islamorada Investment Management, LLP
H.d. Vest Advisory Services, Inc.
|H.d. Vest Advisory Services||Tavernier, FL||Aug 2008 - Current||8|
|H.d. Vest Investment Services||Tavernier, FL||Nov 2002 - Current||14|
|Cambio Taxes||Tavernier, FL||Sep 1995 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV