Peter
Flournoy
Congress Wealth Management LLC
Answer a few questions and
get matched with an advisor.
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
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Congress Wealth Management LLC Brokerage Details
$5,144,514,705
70
10,485
$490,655
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.
Disclosures
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
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Miami, FL
Columbia, MD
Boston, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
