Peter B. Mcmanus

3EDGE ASSET MANAGEMENT, LP

Boston, MA 02110

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CRD#: 1672941

Professional summary

Peter Briggs Mcmanus, CFP®, who also goes by Peter B Mcmanus, Peter Mcmanus, is a registered financial advisor currently at 3EDGE ASSET MANAGEMENT, LP located in Boston, Massachusetts and VIGILANT DISTRIBUTORS, LLC located in Boston, Massachusetts.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Peter has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7, Series 2, Series 6 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter B Mcmanus | Peter Mcmanus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

3EDGE ASSET MANAGEMENT, LP, BOSTON, MA, INVESTMENT RELATED-RIA, WEALTH MANAGER FOR FAMILIES AND HIGH NET WORTH CLIENTS, MANAGING DIRECTOR/SALES AND MARKETING, PRIMARY FUNCTION IS BUSINESS DEVELOPMENT AND CLIENT SERVICES WITH ALL CLIENTS/PROSPECTS, 160 HOURS PER MONTH WITH 120 HOURS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Briggs Mcmanus's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 29, 2016 - Present

3EDGE ASSET MANAGEMENT, LP

Office #1: 225 Franklin Street 26th Floor, Boston, MA 02110

RIA

CRD#: 282059

Boston, MA

Current

October 10, 2024 - Present

VIGILANT DISTRIBUTORS, LLC

Office #1: 225 Franklin Street 26th Floor, Boston, MA 02110

CRD#: 285573

Boston, MA

Past

January 2, 2018 - May 12, 2020

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Boston, MA

Past

November 28, 2011 - September 10, 2013

GRANITE INVESTMENT ADVISORS, LLC

RIA

CRD#: 149770

CONCORD, NH

Past

January 17, 1995 - September 27, 2010

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

CRD#: 25567

NEW YORK, NY

Past

April 22, 1991 - July 1, 1993

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

October 25, 1988 - April 23, 1990

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

PORTLAND, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Massachusetts
(2/29/2016)

Massachusetts
(3/14/2025)

IAR

Texas
(6/21/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/13/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/1/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/26/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2017

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 1/3/1996

Non-Member General Securities Examination

General Industry/Product Exam

Series 6

Date: 10/24/1988

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 52

Date: 4/30/1987

Municipal Securities Representative Examination

SRO Registrations

FINRA

Current Firm

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

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Contact information

Main Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Mailing Address

Phone number

(844) 903-3343

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

3EDGE ADV PART 2A - JULY 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,211
AUM (Assets Under Management)	$ 1,663,823,851

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Peter B. Mcmanus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Briggs Mcmanus's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIGILANT DISTRIBUTORS, LLC

FORESIDE FUND SERVICES, LLC

GRANITE INVESTMENT ADVISORS, LLC

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

TOWER SQUARE SECURITIES, INC.

FUNDS DISTRIBUTOR, LLC

Primary Firm SEC Registration

3EDGE ASSET MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 63

Date: 3/13/2025

Series 65

Date: 3/1/1996

Series 7TO

Date: 2/26/2024

SIE

Date: 10/1/2018

Series 7

Date: 12/29/2017

Series 2

Date: 1/3/1996

Series 6

Date: 10/24/1988

Series 52

Date: 4/30/1987

FINRA

Current Firm

3EDGE ASSET MANAGEMENT, LP

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

3EDGE ASSET MANAGEMENT, LP

TRUST BUT VERIFY

Contact information

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