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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Briggs McManus is a financial advisor who has been in the industry for over 30 years. Peter is a Managing Director at 3edge Asset Management, LP where Peter's focus is on business development and client services. Peter has held a variety of roles in the financial services industry, including working with Allianz Global Investors Distributors LLC and Travelers Equities Sales, Inc. Peter is licensed to provide investment advisory services in Massachusetts and Texas. Peter also holds several industry licenses, including the Series 7, 6, 2, 63, and 65. Peter is a Certified Financial Planner™ professional and is committed to providing clients with personalized financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provide investment models to unaffiliated advisors
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.
A percentage of the total value of assets under management is charged.
1
2
MA
06/21/2017 - Present
3edge Asset Management, LP (Boston MA)
MA
01/02/2018 - 05/12/2020
FORESIDE FUND SERVICES, LLC (Boston MA)
NY
01/17/1995 - 09/27/2010
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
CA
04/22/1991 - 07/01/1993
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
ME
10/25/1988 - 04/23/1990
TBC FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
BC
Issued 01/23/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 10/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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