John
Petrides
Tocqueville Asset Management Lp
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About this Advisor
John Petrides is a financial advisor based out of New York, New York with 2 years of relevant experience. Petrides currently works for Tocqueville Asset Management Lp. The advisor has gained experience at Advisors Capital Management, LLC, Tocqueville Asset Management Lp and Point View Wealth Management. Petrides holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Tocqueville Asset Management Lp is a registered investment company that has its headquarters in New York, NY. The firm has a total of 75 employees. It has $8 billion in total assets among its 2,371 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 43 charitable organizations. Of its 2,371 client accounts, 54% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on which services are offered. Fee types charged by Tocqueville Asset Management Lp most likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tocqueville Asset Management Lp Brokerage Details
$7,944,106,626
75
2,371
$3,350,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Petrides Work History
John has been registered as a financial advisor for 2 years.*
Tocqueville Asset Management Lp
Point View Wealth Management
Advisors Capital Management, 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 John Petrides 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 Tocqueville Asset Management Lp
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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