Peter
Scida
Pensionmark Financial Group, LLC
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About this Advisor
Peter Scida is a financial advisor working in Syracuse, New York. Scida is an advisor for Pensionmark Financial Group, LLC. Their career trajectory has included roles at Metlife, Dunuwila Financial Management, Bene Solutions, Ibn Financial Services Inc, Pensionmark Financial Group and Pensionmark Securities, LLC. Scida holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in New York. Pensionmark Financial Group, LLC is a company based out of Santa Barbara, CA. The firm has offices in 59 locations and a total of 244 financial advisors. It handles $27 billion in assets among its 7,380 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 142 charities and foundations. Of its 7,380 client accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets. Pensionmark Financial Group, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on the type of financial services offered. However, fees charged by Pensionmark Financial Group, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Peter Scida Work History
Peter has been registered as a financial advisor for 0 years.*
Pensionmark Financial Group
Pensionmark Securities, LLC
Ibn Financial Services Inc
Bene Solutions
Dunuwila Financial Management
Metlife
*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 Scida 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 Pensionmark Financial Group, LLC
San Mateo, CA
Madison, WI
San Antonio, TX
Fort Mill, SC
Brentwood, TN
Saint Petersburg, FL
Santa Barbara, CA
South Burlington, VT
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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