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Peter A Fiorita

Main Street Research LLC

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About Peter A Fiorita

Peter Fiorita is a financial advisor with Main Street Research LLC. Peter has been in the industry since 2007. Peter is a Certified Financial Planner and has held the Series 7, Series 66 and SIE licenses. Peter is registered in 14 states. Peter works with individuals, businesses, and trusts. Peter has experience with a variety of financial planning needs including retirement planning, college savings, and estate planning. Peter specializes in portfolio management, financial planning, and consulting. Peter has worked for several companies, including UBS Financial Services Inc., UBS Securities LLC, and Fiorita Group LLC.

Firm Information

Peter Fiorita is currently registered with Main Street Research LLC. Main Street Research LLC is an investment advisor headquartered in Sausalito, CA. The firm manages approximately $1.82 billion in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services, including portfolio management for individuals and businesses, financial planning, educational seminars, and consulting.
Main Street Research LLC

30 LIBERTY SHIP WAY

SAUSALITO, CA 94965

$1.82B

Assets Under Management

Not reported

Total Clients

15

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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consulting

Consulting

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Peter Fiorita’s Registration & Firm History

CT

03/15/2022 - Present

Main Street Research LLC (Greenwich CT)

CT

04/23/2018 - 11/02/2021

UBS FINANCIAL SERVICES INC. (STAMFORD CT)

NY

08/04/2008 - 05/29/2015

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/21/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter A Fiorita.
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