Peter McAvinn, financial advisor Waltham MA

Peter McAvinn

CRD Number: 1209611
Current Firm: Eagle Strategies LLC

Peter McAvinn (CRD# 1209611) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 37 years of experience in the finance industry. Peter McAvinn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Peter Canniff, financial advisor Waltham MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Marcus Miller, financial advisor Waltham MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Jamie Upson, financial advisor Waltham MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Waltham, MA Feb 2004 - Current 20
New York Life Insurance Company Waltham, MA Oct 1995 - Current 28
Nylife Securities LLC Waltham, MA Oct 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1986
Contact Info for Peter J. McAvinn
Phone Number: (888) 695-3245
Registered State(s):
  • MA
  • NH
  • RI
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Peter McAvinn and other 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 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.