PC
PC

Peterson Italo Cenerino

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
564 clients
Average Client Portfolio
$160K average
Assets Under Management
$90.0M

Fee Structure

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Location

19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Peterson is the owner of PIS Representations LLC, an information technology consulting business, since 2018. This activity is not investment-related and takes minimal time.

Employment History
Current Registrations
Proxy Wealth Advisors LLC
December 2023 - Present · 2 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Peterson Italo Cenerino - Financial Advisor | TrueAdvisor