Peter Kaloustian
Peter Kaloustian is a registered investment advisor at LPL Financial LLC, based in Bayville, NJ, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
340 Us Highway 9 South, Bayville, NJ, 08721
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Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
Peter operates under the DBA Flagstar Wealth Services for his LPL business since February 2024. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Services LLCBroker
Invest Financial CorporationBroker
Quick & Reilly, INC.Broker
M. H. Meyerson & CO., INC.Broker
South Richmond Securities, INC.Broker
Individual's Securities LTD.Broker
F.D. Roberts Securities, INC.Broker
State Registrations12 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.