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Peter Bermont

Raymond James & Associates, INC.
57 Years of Experience
Coral Gables, FL
1 DisclosureBroker
View SEC Summary
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Peter Bermont is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 57 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2811 Ponce de Leon Blvd., Suite 800, Coral Gables, FL, 33134

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2006
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 8 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
Morgan Keegan & Company, INC.
June 2005 - February 2013 · 7 yrs 8 mos
Morgan Keegan & Company, INC.Broker
June 2005 - February 2013 · 7 yrs 8 mos
Citigroup Global Markets INC.
April 1991 - May 2005 · 14 yrs 1 mo
Citigroup Global Markets INC.Broker
May 1989 - May 2005 · 16 yrs
Drexel Burnham Lambert IncorporatedBroker
January 1977 - May 1989 · 12 yrs 4 mos
Drexel Burnham & CO. IncorporatedBroker
February 1976 - January 1977 · 11 mos
Drexel Burnham & CO. IncorporatedBroker
April 1974 - February 1976 · 1 yr 10 mos
Bache & CO IncorporatedBroker
March 1972 - May 1974 · 2 yrs 2 mos
Kohlmeyer & CO.Broker
January 1972 - March 1972 · 2 mos
H. Hentz & CO., INC.Broker
December 1968 - January 1972 · 3 yrs 1 mo
State Registrations40 states
ALAZCACOCTDCDEFLGAIAILKSKYMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRSCSDTNTXVAWAWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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