Nicholas T. Perini

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Canton, OH 44718

Some features on this profile are disabled

CRD#: 5102074

Professional summary

Nicholas Traffley Perini, who also goes by Nicholas T Perini, is a registered financial advisor currently at BEESE FULMER PRIVATE WEALTH MANAGEMENT located in Canton, Ohio.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Nicholas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas T Perini

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Traffley Perini'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®

None

Experience

Current

October 15, 2010 - Present

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Office #1: 4334 Munson Street Nw Suite 102, Canton, OH 44718

RIA

CRD#: 109882

Canton, OH

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".

BEESE FULMER PRIVATE WEALTH MANAGEMENT

BEESE FULMER & PINCOE INC | BFP INVESTMENT MANAGEMENT | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | BEESE FULMER PRIVATE WEALTH MANAGEMENT

CRD#: 109882 / SEC#: 801-15485

RIA

Registered Investment Advisory firm - (9/17/1980 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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/26/2011)

IAR

Maryland
(10/15/2010)

IAR

Ohio
(10/15/2010)

IAR

Texas
(9/30/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/14/2010

Uniform Investment Adviser Law Examination

Current Firm

BEESE FULMER PRIVATE WEALTH MANAGEMENT

BEESE FULMER & PINCOE INC | BFP INVESTMENT MANAGEMENT | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | BEESE FULMER PRIVATE WEALTH MANAGEMENT

CRD#: 109882 / SEC#: 801-15485

RIA

Registered Investment Advisory firm - (9/17/1980 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4334 Munson Street Nw Suite 102, Canton, OH 44718

Mailing Address

Phone number

(330) 454-6555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEESE FULMER ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,257
AUM (Assets Under Management)	$ 1,584,302,453

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.

Similar Advisors

Nathan Bosek

FARTHER

IAR

Sartell, MN

Heidee Salcedo

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN

Jeremy Clark

PFS INVESTMENTS INC.

IAR

Springfield, MO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nicholas T. Perini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Traffley Perini's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Primary Firm SEC Registration

BEESE FULMER PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/14/2010

Current Firm

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEESE FULMER PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors