Peter Dizdar
Investment adviser representative at Palumbo Wealth Management LLC
10 yearsExperience
2 statesRegistered in
$543.4MFirm assets
6 yearsFirm in business
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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
- Pension consulting
Experience
10 years in the industry.
- Palumbo Wealth Management, LLCFeb 2021 to now
- Private Client Services, LLCJul 2022 to Dec 2025
- Equity Services IncJan 2019 to Feb 2021
- Truenorth Financial SolutionsJan 2019 to Feb 2021
- AXA Advisors, LLCFeb 2017 to Jan 2019
- UnemployedDec 2016 to Jan 2017
- Invest Financial Corp.Oct 2015 to Nov 2016
- Investor's BankOct 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Palumbo Wealth Management LLC
$543.4MAssets managed
289Clients
5Advisers
6 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
- 6005498
- Firm CRD
- 306548