Peter David D'agati
Investment adviser representative at Stembrook Asset Management, LLC
19 yearsExperience
2 statesRegistered in
CFADesignation
$147.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Stembrook Asset Management, LLCMay 2007 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Stembrook Asset Management, LLC
$147.5MAssets managed
37Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2406649
- Firm CRD
- 144116