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Nicholas Traffley Perini

Beese Fulmer Private Wealth Management

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About Nicholas Traffley Perini

Nicholas Traffley Perini is a Registered Investment Advisor with Beese Fulmer Private Wealth Management. Nicholas has been in the industry since July 2010 and has been registered with the state of Ohio, Maryland, Florida, and Texas. Nicholas is a Chartered Financial Analyst (CFA) and has a Series 65 license. Nicholas Traffley Perini is a highly experienced advisor who specializes in providing financial planning, portfolio management, and publication of periodicals to clients. Nicholas is dedicated to providing his clients with the best possible advice and service.

Firm Information

Nicholas Perini is currently registered with Beese Fulmer Private Wealth Management. Beese Fulmer Private Wealth Management is a wealth management firm located in CANTON, OH. The firm manages approximately $1 billion - $10 billion in assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. They provide financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
Beese Fulmer Private Wealth Management

4334 MUNSON STREET NW

CANTON, OH 44718

$1.32B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Perini’s Registration & Firm History

OH

09/30/2021 - Present

Beese Fulmer Private Wealth Management (CANTON OH)

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Licenses & Designations

IA

Issued 10/14/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Traffley Perini.
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