Peter Canale is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Bronx, NY, with 27 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 Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B 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 $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
3775 Riverdale Avenue, Bronx, NY, 10463
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Santander Securities
Santander Securities LLCBroker
MML Investors Services, LLCBroker
Fred Alger & Company, IncorporatedBroker
Pruco Securities CorporationBroker
Cibc World MarketsBroker
State Registrations18 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
- Enrique Forero, CFPJ.P. Morgan Securities LLC
- Miguel ColonJ.P. Morgan Securities LLC
- Pedro EspejoJ.P. Morgan Securities LLC
- Sarvar Davronov, CFPEdward Jones
- Edward Huttick, CFPCetera Investment Advisers LLC
- Timothy Mcfadden, CFPValue Investment Professionals, LLC