Judd
Peterson

Miller Howard Investments Inc

CRD#1416493
Investment Advisor
in Kingston, NY

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About this Advisor

Judd Peterson is a financial advisor who works in Kingston, New York who has 11 years of industry experience. Peterson is currently employed by Miller Howard Investments Inc. Over the course of their career, they have held roles at Miller/Howard Investments Inc and Foreside Fund Services, LLC. Peterson has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut. Miller Howard Investments Inc is an advisory company that has its headquarters in Kingston, NY. It has $3 billion in assets across its 2,274 accounts, placing it among the largest firms in the United States by assets under management. Of its 2,274 customer accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. Miller Howard Investments Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice largely depend on the services. Fee types charged by Miller Howard Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

45 Pine Grove Ave Suite 301
Kingston, NY 12401

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Miller Howard Investments Inc Brokerage Details

Total Assets Under Management

$3,145,174,550

NY Average: $7,464,549,021
Total Number of Employees

32

NY Average: 88
Total Number of Accounts

2,274

NY Average: 3,892
Average Account Size

$1,383,102

NY Average: $1,917,921

Investment Advisory 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

Judd Peterson Work History

Judd has been registered as a financial advisor for 11 years.*

2016 - Present (8 years)

Foreside Fund Services, LLC

2011 - Present (13 years)

Miller/Howard Investments Inc

*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 Judd Peterson 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 Miller Howard Investments Inc

Judd Peterson
Kingston, NY
Stephanie Geller
Boca Raton, FL
Michael Mandelos
Kingston, NY
Bryan Spratt
Sunbury, OH
Lowell Miller
Woodstock, 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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