Peter
Scida
Pensionmark Financial Group, LLC
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About this Advisor
Peter Scida is a financial advisor based in Syracuse, New York, working with Pensionmark Financial Group, LLC. Peter has previously held positions at Metlife, Dunuwila Financial Management, Bene Solutions, Ibn Financial Services Inc, Pensionmark Financial Group, and Pensionmark Securities, LLC. Peter has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Peter is part of Pensionmark Financial Group, LLC, which operates out of Syracuse, New York. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Peter Scida Work History
Pensionmark Financial Group
Pensionmark Securities, LLC
Ibn Financial Services Inc
Bene Solutions
Dunuwila Financial Management
Metlife
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.
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