Nicholas Traffley Perini
Investment adviser representative at Beese Fulmer Private Wealth Management
16 yearsExperience
4 statesRegistered in
CFADesignation
$2.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Beese Fulmer Private Wealth ManagementOct 2010 to now
- Beese, Fulmer Investment Management Inc.Jul 2010 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 4 states (FL, NY, OH, TX).
Beese Fulmer Private Wealth Management
Legal name: Beese, Fulmer Investment Management, Inc.
$2.1BAssets managed
843Clients
7Advisers
46 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
- 5102074
- Firm CRD
- 109882