PD
PD

Peter Doherty

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
544 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$917.8M

Fee Structure

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Location

24 Superior Drive, Suite 101, Natick, MA, 01760-1535

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Peter is involved in several outside business activities. These include managing a holding entity for investments, working as a real estate agent, serving as a senior financial consultant for an RIA, acting as treasurer for a non-profit cat shelter, and consulting for a data center services company. None of these activities appear to involve selling insurance products.

Employment History
Current Registrations
Asset Strategy Advisors, LLC
March 2023 - Present · 2 yrs 11 mos
Concorde Investment Services, LLC
March 2023 - Present · 2 yrs 11 mos
Concorde Investment Services, LLCBroker
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Park Avenue Securities LLC
January 2021 - March 2023 · 2 yrs 2 mos
Park Avenue Securities LLCBroker
November 2020 - March 2023 · 2 yrs 4 mos
State Registrations4 states
CAFLMANJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.