Congress Wealth Management LLC
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About this Advisor
Peter Flournoy is a personal financial specialist based out of Boston, Massachusetts, who has 3 years of relevant experience. Flournoy works at Congress Wealth Management LLC. Throughout their career, Flournoy has worked at First Presbyterian Church Of New Canaan, Spire Wealth Management LLC, Peter W. Flournoy, Cpa, Flournoy Wealth Consulting, LLC and Congress Wealth Management, LLC. Flournoy has a Series 65 license, designating them as an investment advisor representative, and is registered to work in Connecticut. Congress Wealth Management LLC is a financial advisory business headquartered in Boston, MA. The investment advisory business has offices in 10 locations and a total of 70 advisors. It manages $5 billion in assets under management between its 10,485 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 10,485 client accounts, 56% belong to high-net-worth investors who have at least $1 million in assets available to invest. Congress Wealth Management LLC performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on the type of financial services. Fees charged by Congress Wealth Management LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Congress Wealth Management LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Peter Flournoy Work History
Peter has been registered as a financial advisor for 3 years.*
Congress Wealth Management, LLC
Peter W. Flournoy, Cpa
Congress Wealth Management, LLC
Spire Wealth Management LLC
Flournoy Wealth Consulting, LLC
First Presbyterian Church Of New Canaan
*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.
Please visit the SEC profile of Peter Flournoy 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 Congress Wealth Management LLC
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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.