Stephen
Petersen
Prio Wealth Lp
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About this Advisor
Stephen Petersen is a financial advisor based in Boston, Massachusetts, working with Prio Wealth Lp. Stephen has previously held positions at Seaward Management Lp, Seaward Management Business Trust, Seaward Fiduciary Services LLC, Prio Wealth Lp (formerly Seaward Management Lp), Prio Wealth Business Trust, and Prio Wealth, Inc. Stephen is registered to provide services in Louisiana, Massachusetts, New Hampshire, and Texas. Currently, Stephen is part of Prio Wealth Lp, which operates out of Boston, Massachusetts. The firm has 28 employees and manages assets totaling $3.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Prio Wealth Lp includes asset-based and fixed fees.
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Prio Wealth Lp Brokerage Details
$3,737,800,709
28
1,765
$2,117,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Stephen Petersen Work History
Prio Wealth, Inc
Prio Wealth Lp (Formerly Seaward Management Lp)
Seaward Fiduciary Services LLC
Prio Wealth Business Trust
Seaward Management Lp
Seaward Management Business Trust
Seaward Management Lp
Disclosures
Please visit the SEC profile of Stephen Petersen 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 Prio Wealth Lp
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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