Peter A Fiorita
Investment adviser representative at Main Street Research LLC
10 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$2.7BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Main Street Research LLCOct 2021 to now
- UBS Financial Services Inc.Mar 2018 to Oct 2021
- Fiorita Group LLCJan 2017 to Mar 2018
- City of StamfordApr 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 14 states (CA, CO, CT, FL, HI, MA, MO, NJ, NV, NY, PA, TX, VA, WA).
Main Street Research LLC
$2.7BAssets managed
1,031Clients
19Advisers
25 yearsIn 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
- 4985758
- Firm CRD
- 114629