Peter Dizdar (CRD# 6005498) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Westfield, NJ and has over 12 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Private Client Services, LLC | Westfield, NJ | Jul 2022 - Current | 1 |
Palumbo Wealth Management, LLC | Westfield, NJ | Feb 2021 - Current | 3 |
Equity Services Inc. | Montpelier, VT | Jan 2019 - Feb 2021 | 2 |
Truenorth Financial Solutions | Whiteplains, NY | Jan 2019 - Feb 2021 | 2 |
Axa Advisors, LLC | New York, NY | Feb 2017 - Jan 2019 | 1 |
Unemployed | Cranford, NJ | Dec 2016 - Jan 2017 | < 1 |
Investor's Bank | South Orange, NJ | Oct 2015 - Nov 2016 | 1 |
Invest Financial Corp. | Tampa, FL | Oct 2015 - Nov 2016 | 1 |
Encore Enterprises | New York, NY | Jan 2015 - Oct 2015 | < 1 |
Axa Advisors, LLC | New York, NY | Dec 2011 - Jan 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- NJ
- NY
-
Total Assets Under Management323MILLIONS
-
Total Number of Accounts706ACCOUNTS
-
Average Account Value$457,057
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, NJ, NY, PA, TX
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