Peter Dizdar

PALUMBO WEALTH MANAGEMENT LLC

Berkeley Heights, NJ 07922

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CRD#: 6005498

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 and PRIVATE CLIENT SERVICES, LLC located in Great Neck, New York.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered 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.

1) Life Insurance-separate from Palumbo Wealth Mgmt. 1010 Northern Blvd, Suite 310, Great Neck, NY 11021. Licensed life and health agent. Work w/ BGA crump and/or TrueNorth Financial as BGA for Life Insurance and/or annuity investments if warranted for client/prospect. 160 hrs/mo; 160 during trading hrs. 2) Association for Croatian American Professionals. 22431 Antonio Parkway, B160-229, Rancho Santa Margarita, CA 92688. Non-profit based in NYC. VP-help organize social events to encourage attendance and awareness of the chapter. 3) Palumbo Wealth Management 1010 Northern Blvd, Suite 310, Great Neck, NY 11021. RIA. 160 hrs/mo; 160 during trading hrs. 4) Peter Dizdar is dually-registered with Palumbo Wealth Management, LLC., and Private Client Services, LLC. ("PCS"). Mr. Dizdar has served as an investment advisor representative for Palumbo Wealth Management, LLC. and a registered representative with PCS since 07/07/2022. Business is conducted from Westfield, NJ. Approximately 90% of Mr. Dizdar's time is for services as an investment advisor representative and the balance as a registered representative.

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

Current

July 6, 2022 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1010 Northern Blvd Suite 310, Great Neck, NY 11021

RIA

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.

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

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

CRD#: 12984

MONTCLAIR, NJ

Past

February 9, 2015 - September 23, 2015

WEALTHFORGE SECURITIES, LLC

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

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".

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.

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

New Jersey
(3/9/2021)

New Jersey
(7/7/2022)

IAR

New York
(7/26/2021)

New York
(7/6/2022)

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

IAR

Series 66

Date: 1/11/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/2/2014

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PWM DISCLOSURE BROCHURE AND PRIVACY POLICY (7/16/2025)

Regulatory assets under management

Total Number of Accounts	790
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.

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Advisor Monitoring

Firm Stability Insights

Peter Dizdar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

WEALTHFORGE SECURITIES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

PALUMBO WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/11/2012

SIE

Date: 10/1/2018

Series 7

Date: 12/16/2011

Series 24

Date: 12/2/2014

FINRA

Current Firm

PALUMBO WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PALUMBO WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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