Peter Derensis is a CFP-designated registered investment advisor at &partners, based in Norwich, NY, with 21 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 62,194 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
6403 County Road 32, Norwich, NY, 13815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a finance committee member for Chenango Valley Home, has 100% ownership of Peter Derensis, Inc, and 34% ownership of Norwich Wealth Management LLC. He also serves as co-trustee for Norwich Wealth Management, LLC's 401k and trustee for his aunt and uncle, dedicating minimal time to these activities.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Cibc World MarketsBroker
Bear, Stearns & CO. INC.Broker
State Registrations26 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.
Exams
More Advisors
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