Peter Newman
Peter Newman is a registered investment advisor at Elevatus Wealth Management, LLC, based in South Burlington, VT, with 38 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 331 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elevatus Wealth Management charges an annual management fee based on the value of your investments. The fee can be a flat percentage, a tiered schedule, or a linear schedule. Financial planning services are included in the investment advisory fees. The annual fee ranges up to 1.50%.
Location
South Burlington, VT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter works as an insurance agent in Victor, NY, selling insurance products. The time commitment depends on client needs.
Employment History
Current Registrations
Elevatus Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Clsa Americas, LLCBroker
Credit Agricole Securities (USA) INC.Broker
Caris & Company, INC.Broker
Thomas Weisel Partners LLCBroker
Gerard Klauer Mattison & CO., INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.