PP
Peter G. Psaras
CONSERVATIVE EQUITY INVESTMENT ADVISORS
Gloversville, NY
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CRD#: 5702971
PP
Professional summary
Peter George Psaras is a registered financial advisor currently at CONSERVATIVE EQUITY INVESTMENT ADVISORS located in Gloversville, New York.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Peter has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
MR. PSARAS IS ALSO THE CEO OF MYCROFT MALL LLC., WHICH OPERATES THE WEBSITE:
HTTP://WWW.MYCROFTMALL.COM
THE WEBSITE IS A VISUAL DIRECTORY OF ONLINE RETAIL AND THE FIRM IS COMPENSATED WHEN A CUSTOMER BUYS FROM A LINKED SITE THAT THEY WERE DIRECTED TO FROM THE FIRM'S WEBSITE. MR. PSARAS IS ALSO A PART TIME COMPENSATED WRITER FOR THE WEBSITE SEEKING ALPHA WHERE HE WRITES EXCLUSIVE ARTICLES FOR THEM DISCUSSING HIS OPINIONS ON STOCKS, POLITICS AND THE ECONOMY. FOR MORE INFORMATION ON HIS WORK PLEASE FOLLOW THE TWO LINKS BELOW.
HTTP://SEEKINGALPHA.COM/PREMIUM-PROGRAM/INTRO
HTTP://SEEKINGALPHA.COM/AUTHOR/PETER-MYCROFT-PSARAS
ALL COMPENSATION FROM HIS SEEKING ALPHA WRITINGS IS PAID TO MYCROFT MALL LLC. MR. PSARAS IS ALSO PLANNING TO INVEST IN DISTRESSED REAL ESTATE PROPERTIES IN THE FUTURE AS THEY BECOME AVAILABLE AND HE WILL ALSO DO SO THROUGH HIS MYCROFT MALL LLC.
PETER GEORGE PSARAS IS A FINANCIAL WRITER FOR SEEKING ALPHA (WWW.SEEKINGALPHA.COM) AND GURUFOCUS (WWW.GURUFOCUS.COM). MR ALSO INVESTS THEIR PROFITS IN REAL ESTATE INVESTMENT PROPERTIES WHICH WILL BE RENTED. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THOSE ACTIVITIES. MR ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT.
CRS (Client Relationship Summary) - RIA
Click below to view Peter George Psaras's 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®
NoneExperience
Current
August 12, 2009 - Present
CONSERVATIVE EQUITY INVESTMENT ADVISORS
RIA
CRD#: 147961
Gloversville, NY
Past
June 14, 2013 - December 27, 2013
SIA CAPITAL MANAGEMENT INC.
RIA
CRD#: 166169
FORT PLAIN, NY
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
New York(8/10/2021)
IAR
Washington(8/12/2009)
Current Firm
CE
CONSERVATIVE EQUITY INVESTMENT ADVISORS
CONSERVATIVE EQUITY INVESTMENT ADVISORS | NAME 215 | MYCROFT RESEARCH, LLC | MYCROFT RESEARCH LLC.
CRD#: 147961 / SEC#:
California
Registered Investment Advisory firm - (8/2/2017 Terminated)Maryland
Registered Investment Advisory firm - (12/31/2010 Terminated)New Jersey
Registered Investment Advisory firm - (11/10/2010 Terminated)New York
Registered Investment Advisory firm - (8/11/2009 Approved)Texas
Registered Investment Advisory firm - (12/18/2013 Terminated)Virginia
Registered Investment Advisory firm - (12/13/2017 Terminated)Washington
Registered Investment Advisory firm - (8/12/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Gloversville, NY
Mailing Address
Phone number
(518) 853-6008
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 5,571,048 |
Red Flags
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