Petersen Investments, Inc.

Petersen Investments, Inc. (CRD# 38537) is a financial advisory firm headquartered in Wall Township, NJ. They manage $6,879,477 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $299,108
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 - 5 of 5 top financial advisors.
1
Antonio Dipalma
CRD#: 4698922
275 W 39th Street, 4th Floor, New York, NY 10018
93
Wealthminder
score

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

2
Barbara D. Villella
CRD#: 1719722
1959 Hwy 34, Second Floor, Wall Township, NJ 07719
93
Wealthminder
score

Barbara Villella (CRD# 1719722) is an Investment Advisor Representative working at Petersen Investments, Inc. in Wall Township, NJ and has over 26 years of experience in the finance industry.

3
Jonathan S. Staiman
CRD#: 1370015
1501 Hamburg Turnpike, Suite 420f, Wayne, NJ 07470
83
Wealthminder
score

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

4
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.

5
James K. Lombardo
CRD#: 1229340
24 Hissarlik Way, Bedford, NY 10506
38
Wealthminder
score

James Lombardo (CRD# 1229340) is an Investment Advisor Representative working at Petersen Investments, Inc. in Bedford, NY and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.