Peter Dizdar
Peter Dizdar is a registered investment advisor at Palumbo Wealth Management LLC, based in Great Neck, NY, with 13 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 263 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palumbo Wealth Management's advisory fees range from 0.15% to 1.75% annually, based on factors like services offered, complexity, assets managed, and the overall client relationship. Fees are paid quarterly in advance, based on the market value of assets at the end of the prior quarter. Clients selecting standalone investment management may receive discounted fees. Fees may be negotiable.
Location
1010 Northern Boulevard, Suite 310, Great Neck, NY, 11021
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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 is a licensed life and health agent, working with BGA Crump and/or TrueNorth Financial for life insurance and annuity investments, dedicating nearly full-time hours to this. He also serves as VP for the Association for Croatian American Professionals and is dually-registered with Palumbo Wealth Management, LLC., and Private Client Services, LLC.
Employment History
Current Registrations
Palumbo Wealth Management LLC
Previous Registrations
Private Client Services, LLCBroker
Esi Financial Advisors
Equity Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Wealthforge, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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.