Peter ButeraCRD Number: 1618417
Current Firm: Janney Montgomery Scott LLC
Peter Butera (CRD# 1618417) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Wilkes-barre, PA and has over 36 years of experience in the finance industry.
Trustmont Advisory Group, Inc.
Blackridge Asset Management, LLC
Lpl Financial LLC
|Janney Montgomery Scott LLC||Kingston, PA||Jul 2021 - Current||1|
|Bank Of America, N.a.||Wilkes-barre, PA||Apr 2011 - Jul 2021||10|
|Merrill Lynch Pierce Fenner & Smith Incorporated||Wyomissing, PA||Dec 1986 - Jul 2021||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
|S65||NASAA Investment Advisors Law Examination||Sep 1994|
Total Assets Under Management73,001MILLIONS
Total Number of Accounts216,397ACCOUNTS
Average Account Value$337,346
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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