Peter Cunningham
Peter Cunningham is a registered investment advisor at Siebert Advisornxt, LLC., based in New York, NY, with 32 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 786 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.
Fee Estimator
Location
300 Vesey Street, 5th Floor, New York, NY, 10282
Get directionsHistory
Regulatory History (9)
Regulatory
July 2021Regulatory
August 2018Customer Dispute
May 2012Customer Dispute
January 2012Customer Dispute
July 2010Customer Dispute
May 2005Customer Dispute
December 2002Employment Separation After Allegations
December 2001Customer Dispute
July 2000Other Business Activities
Peter is a dual employee and Investment Advisor Representative for Siebert AdvisorNxt, LLC, an investment advisory firm. Peter spends about half his time in this role, with compensation paid by the parent company.
Employment History
Current Registrations
Siebert Advisornxt, LLC.
Muriel Siebert & CO., LLCBroker
Previous Registrations
Siebert Advisornxt, INC.
Muriel Siebert & CO., INC.Broker
Muriel Siebert & CO., INC.Broker
Stockcross Financial Services
Stockcross Financial Services, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Kennedy, Cabot & CO.Broker
State Registrations21 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.