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Peter Emmanuel Shenas

Ariston Services Group, LLC

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About Peter Emmanuel Shenas

Peter Emmanuel Shenas is an Investment Advisor Representative with Ariston Services Group, LLC. Peter has been in the financial services industry since 1987 and has a Series 7, Series 63, and Series 65. Peter is a Certified Financial Planner™ professional and specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Peter is registered with the states of California and Texas. Prior to joining Ariston Services Group, LLC Peter worked with CITIGROUP GLOBAL MARKETS INC., THOMAS GREEN/SAN DIEGO SECURITIES INCORPORATED, and SAN DIEGO SECURITIES INCORPORATED.

Firm Information

Peter Shenas is currently registered with Ariston Services Group, LLC. Ariston Services Group, LLC is an investment advisor located in SAN DIEGO, CA. The firm provides financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage approximately $466,856,592 in regulatory assets, with $330,663,719 of those assets under discretionary management. The firm's client base primarily consists of high-net-worth individuals (30 clients) and individuals other than high-net-worth (38 clients). They also manage assets for 1 pooled investment vehicle.
Ariston Services Group, LLC

750 B STREET

SAN DIEGO, CA 92101

$466.86M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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performance-based fees

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

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Peter Shenas’s Registration & Firm History

CA

03/14/2008 - Present

Ariston Services Group, LLC (SAN DIEGO CA)

CA

11/07/1990 - 04/03/2008

CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)

CA

10/30/1987 - 11/05/1990

THOMAS GREEN/SAN DIEGO SECURITIES INCORPORATED (LOS ANGELES CA)

NA

09/22/1987 - 11/06/1987

SAN DIEGO SECURITIES INCORPORATED

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Licenses & Designations

IA

Issued 03/21/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Emmanuel Shenas.
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