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PD

Peter Dizdar

PALUMBO WEALTH MANAGEMENT LLC
Berkeley Heights, NJ 07922
Some features on this profile are disabled
CRD#: 6005498
PD

Professional summary

Peter Dizdar, who also goes by Pete Dizdar, is a registered financial advisor currently at PALUMBO WEALTH MANAGEMENT LLC located in Berkeley Heights, New Jersey.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Peter has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pete Dizdar

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 Peter Dizdar'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

March 9, 2021 - Present

PALUMBO WEALTH MANAGEMENT LLC

Office #1: 200 Connell Drive Rts, Suite 1000, Berkeley Heights, NJ 07922
RIA
CRD#: 306548
Berkeley Heights, NJ
Past

July 6, 2022 - December 9, 2025

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
GREAT NECK, NY
Past

February 14, 2019 - February 23, 2021

EQUITY SERVICES, INC.

RIA
CRD#: 265
NEW YORK, NY
Past

January 30, 2019 - February 23, 2021

EQUITY SERVICES, INC.

BD
CRD#: 265
NEW YORK, NY
Past

March 10, 2017 - January 23, 2019

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

February 1, 2017 - January 23, 2019

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

October 13, 2015 - December 7, 2016

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
MONTCLAIR, NJ
Past

October 13, 2015 - December 7, 2016

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
MONTCLAIR, NJ
Past

February 9, 2015 - September 23, 2015

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
dallas, TX
Past

March 7, 2012 - January 12, 2015

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

December 19, 2011 - January 12, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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".
PW
PALUMBO WEALTH MANAGEMENT LLC
AKITTINY WEALTH ADVISORS, LLC | PALUMBO WEALTH MANAGEMENT LLC

CRD#: 306548 / SEC#: 801-117901

RIA
Registered Investment Advisory firm - (1/6/2020 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
New Jersey
(3/9/2021)
IAR
New York
(7/26/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/2/2014
General Securities Principal Examination

Current Firm

PW
PALUMBO WEALTH MANAGEMENT LLC
AKITTINY WEALTH ADVISORS, LLC | PALUMBO WEALTH MANAGEMENT LLC

CRD#: 306548 / SEC#: 801-117901

RIA
Registered Investment Advisory firm - (1/6/2020 Approved)
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Contact information

Main Address
1010 Northern Boulevard Suite 310, Great Neck, NY 11021
Mailing Address
Phone number
(516) 629-7073
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PWM DISCLOSURE BROCHURE AND PRIVACY POLICY (12/26/2025)

Regulatory assets under management

Total Number of Accounts790
AUM (Assets Under Management)$ 542,198,478

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.

Company Information

PALUMBO WEALTH MANAGEMENT LLC

CRD#: 306548Berkeley Heights, NJ 07922

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