Peter Trulli is a registered investment advisor at Private Advisor Group, LLC, based in New Rochelle, NY, with 17 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
56 Harrison St Ste 203, New Rochelle, NY, 10801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is involved with Flynn Financial Partners and Private Advisor Group, providing investment advisory services, taking about half of his time for each. He also owns 65 Acorn Realty LLC for real estate rental and acts in a fiduciary capacity for Peter Trulli Revocable Family Trust, dedicating minimal time to each.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Bear Wagner Specialists LLCBroker
Kv Execution Services LLCBroker
Hunter Specialists, LLCBroker
State Registrations4 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.