Gustavo Adolfo Peguero
Investment adviser representative at Joel Isaacson & Co., LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.3BFirm 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
14 years in the industry.
- Joel Isaacson & Co., LLCApr 2021 to now
- UnemployedJun 2020 to Apr 2021
- Stawnychy FinancialDec 2019 to Jun 2020
- Fhc Wealth AdvisorsMar 2018 to Dec 2019
- Essex PharmacyOct 2012 to Mar 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Joel Isaacson & Co., LLC
$9.3BAssets managed
1,271Clients
16Advisers
16 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
- 6936810
- Firm CRD
- 152450