Peter
Dizdar
Palumbo Wealth Management LLC
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About this Advisor
Peter Dizdar is a financial advisor who works in Great Neck, New York, with a total of 2 years of industry experience. Dizdar currently works for Palumbo Wealth Management LLC. Throughout their career, they have worked at Axa Advisors, LLC, Encore Enterprises, Investor'S Bank, Invest Financial Corp, Equity Services Inc, Truenorth Financial Solutions, Palumbo Wealth Management, LLC and Private Client Services, LLC. Dizdar maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey and New York. Palumbo Wealth Management LLC is a business operating out of Great Neck, NY. The investment advisory business has a total of seven advisors. It has $230 million in assets across its 606 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 606 customer accounts, 88% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on which services are offered. However, fees billed by Palumbo Wealth Management LLC likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palumbo Wealth Management LLC Brokerage Details
$230,140,486
7
606
$379,770
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Peter Dizdar Work History
Peter has been registered as a financial advisor for 2 years.*
Private Client Services, LLC
Palumbo Wealth Management, LLC
Equity Services Inc
Truenorth Financial Solutions
Axa Advisors, LLC
Encore Enterprises
Investor'S Bank
Invest Financial Corp
Axa Advisors, 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 Peter Dizdar 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 Palumbo Wealth Management LLC
Great Neck, NY
Great Neck, NY
Great Neck, NY
Great Neck, NY
Great Neck, 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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