Petersen Investments, Inc.

Petersen Investments, Inc. (CRD# 38537) is a financial advisory firm headquartered in Belmar, NJ. They manage $7,645,087 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $123,308
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Petersen Investments, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Antonio Dipalma
CRD#: 4698922
1501 Hamburg Turnpike, Suite 420f, Wayne, NJ 07470
93
Wealthminder
score

Antonio Dipalma (CRD# 4698922) is an Investment Advisor Representative working at Petersen Investments, Inc. in Wayne, NJ and has over 12 years of experience in the finance industry.

2
Vincent M. Polidori
CRD#: 1658661
1501 Hamburg Turnpike, Suite 420f, Wayne, NJ 07470
93
Wealthminder
score

Vincent Polidori (CRD# 1658661) is an Investment Advisor Representative working at Petersen Investments, Inc. in Wayne, NJ and has over 25 years of experience in the finance industry.

3
Barbara D. Villella
CRD#: 1719722
1959 Hwy 34, Second Floor, Belmar, NJ 07719
93
Wealthminder
score

Barbara Villella (CRD# 1719722) is an Investment Advisor Representative working at Petersen Investments, Inc. in Belmar, NJ and has over 25 years of experience in the finance industry.

4
Bertram J. Riley
CRD#: 2072602
1959 Hwy 34, Second Floor, Belmar, NJ 07719
83
Wealthminder
score

Bertram Riley (CRD# 2072602) is an Investment Advisor Representative working at Petersen Investments, Inc. in Belmar, NJ and has over 23 years of experience in the finance industry.

5
Jonathan S. Staiman
CRD#: 1370015
145 W 28th Street, New York, NY 10001
83
Wealthminder
score

Jonathan Staiman (CRD# 1370015) is an Investment Advisor Representative working at Petersen Investments, Inc. in New York, NY and has over 32 years of experience in the finance industry.

6
Peter G. Alcure
CRD#: 2406903
Locust Valley, NY
63
Wealthminder
score

Peter Alcure (CRD# 2406903) is an Investment Advisor Representative working at Petersen Investments, Inc. in Locust Valley, NY and has over 24 years of experience in the finance industry.

7
James K. Lombardo
CRD#: 1229340
1501 Hamburg Turnpike, Suite 420f, Wayne, NJ 07470
38
Wealthminder
score

James Lombardo (CRD# 1229340) is an Investment Advisor Representative working at Petersen Investments, Inc. in Wayne, NJ and has over 33 years of experience in the finance industry.

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