Peter
Fiorita
Main Street Research LLC
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About this Advisor
Peter Fiorita is a certified financial planner based out of Sausalito, California with 2 years of industry experience. Fiorita is on the advisory team at Main Street Research LLC. Their career trajectory has included roles at City Of Stamford, Fiorita Group LLC, Main Street Research LLC, Ubs Financial Services Inc and Ubs Securities LLC. Fiorita maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California, Colorado, Connecticut, Florida, Hawaii, Massachusetts, Missouri, Nevada, New Jersey, New York, Pennsylvania, Texas, Virginia and Washington. Main Street Research LLC is an advisory company based out of Sausalito, CA. The investment advisory business has offices in three locations and a total of 23 employees. It has $2 billion in total assets between its 2,675 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 2,675 client accounts, 66% belong to high-net-worth clients who have at least $1 million in investable assets. The business offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. A financial advisor's fees usually are based on which service is provided. However, fee types billed by Main Street Research LLC can include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Main Street Research LLC Brokerage Details
$1,674,891,277
23
2,675
$626,128
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Peter Fiorita Work History
Peter has been registered as a financial advisor for 2 years.*
Main Street Research LLC
Ubs Financial Services Inc
Fiorita Group LLC
City Of Stamford
Ubs Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Fiorita to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Main Street Research LLC
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
