Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Anthony Johnson is a registered Investment Advisor Representative associated with Cerity Partners LLC. Peter has been in the industry for over 40 years. Peter is a Series 63 and 65 licensed individual and holds a Series 1 license. Peter has worked with a variety of firms including New England Securities and Kidder, Peabody & Co., Incorporated. Peter has been with Cerity Partners LLC since January 2023. Peter is currently registered in California. Peter specializes in retirement planning and has a strong background in portfolio management for individuals and families, as well as businesses. Peter works with a variety of clients including high-net-worth individuals, corporations and pension and profit sharing plans. Peter is also a board member of the Merritt Family Trust and is the president of CityBridge Laguna Honda, a non-profit organization that benefits hospital patients. Peter's previous employment includes working for Ashfield Capital Partners, LLC in San Francisco, California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/05/2023 - Present
Cerity Partners LLC (NEW YORK NY)
NA
09/11/1978 - 11/15/1990
NEW ENGLAND SECURITIES
NA
06/14/1974 - 07/20/1978
KIDDER, PEABODY & CO., INCORPORATED
NA
05/07/1974 - 07/26/1974
CLARK, DODGE & CO., INCORPORATED
IA
Issued 08/28/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1974
Series 1 - Registered Representative Examination
Active
Inactive
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