Judd Peterson, financial advisor Woodstock NY
93 score

Judd Peterson

CRD Number: 1416493
Current Firm: Miller Howard Investments Inc.

Judd Peterson (CRD# 1416493) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Woodstock, NY and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Fund Services, LLC Bradenton, FL Jan 2016 - Current < 1
Miller/howard Investments Inc. Woodstock, NY Dec 2011 - Current 5
Allstate Insurance Company Wilton, CT Oct 2009 - Oct 2011 2
Unemployed Ridgefield, CT Aug 2009 - Oct 2009 < 1
Rbc Capital Markets Corporation Stamford, CT Mar 1998 - Jul 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Oct 1995
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Judd M. Peterson
Phone Number: 845-679-9166
Firm Website: http://www.mhinvest.com/
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    6,829
    MILLIONS
  • Total Number of Accounts
    4,345
    ACCOUNTS
  • Average Account Value
    $1,571,663
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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