Peter Gervais is a CFP-designated registered investment advisor at Bentley Wealth Advisors, LLC, based in Warwick, RI, with 9 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
117 Metro Center Boulevard, Suite 3000, Warwick, RI, 02886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a trustee for The Gervais Family Irrevocable Trust, dedicating minimal time to this role. He is also a full-time tax partner at DiSanto, Priest & Co. LLC, a tax and accounting services firm.
Employment History
Current Registrations
Bentley Wealth Advisors, LLC
Previous Registrations
Bentley Wealth Advisors, LLC
1st Global Capital CORP.Broker
1st Global Advisors INC
State Registrations1 state
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