Peter M. Gervais

BENTLEY WEALTH ADVISORS

Warwick, RI 02886

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CRD#: 6676465

Professional summary

Peter Michael Gervais, CFP®, who also goes by Peter Gervais, is a registered financial advisor currently at BENTLEY WEALTH ADVISORS, LLC located in Warwick, Rhode Island.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Peter has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Gervais

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.

TRUST: THE GERVAIS FAMILY IRREVOCABLE TRUST POSITION: Trustee NATURE OF BUSINESS: Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/2016 ADDRESS: , Millville MA , United States DESCRIPTION: Trustee COMPANY: DiSanto, Priest & Co. LLC ADDRESS: 117 Metro Center Boulevard, Warwick RI 02886 INVESTMENT RELATED: No NATURE OF BUSINESS: Tax & Accounting Services POSITION HELD: Tax Partner START DATE: 10/2001 HOURS DEVOTED:Full-time position with the majority of devoted time occurring during securities trading hours DP REALTY; 117 METRO CENTER BLVD WARWICK, RI 02886; NON-INVESTMENT RELATED; REAL ESTATE HOLDING COMPANY WHICH OWNS A COMMERCIAL CONDO UNIT; PARTNER; SINCE 4/30/2023; 0 HRS/MONTH MONETA INVESTORS, INC.; 117 METRO CENTER BLVD WARWICK, RI 02886; NON-INVESTMENT RELATED; HOLDING COMPANY FOR BENTLEY WEALTH ADVISORS; SHAREHOLDER; SINCE 1/1/2022; 0 HRS/MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Michael Gervais'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®

CFP^®

Certified Financial Planner

Experience

Current

January 15, 2019 - Present

BENTLEY WEALTH ADVISORS, LLC

Office #1: 117 Metro Center Boulevard Suite 3000, Warwick, RI 02886

RIA

CRD#: 293311

Warwick, RI

Past

August 3, 2018 - December 31, 2018

BENTLEY WEALTH ADVISORS, LLC

RIA

CRD#: 293311

WARWICK, RI

Past

July 8, 2016 - June 12, 2018

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

WARWICK, RI

Past

July 5, 2016 - June 12, 2018

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

WARWICK, RI

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

Rhode Island
(1/15/2019)

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 66

Date: 8/19/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2016

General Securities Representative Examination

Current Firm

BENTLEY WEALTH ADVISORS, LLC

CRD#: 293311 / SEC#:

Rhode Island

Registered Investment Advisory firm - (12/31/2018 Approved)

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Contact information

Main Address

117 Metro Center Boulevard Suite 3000, Warwick, RI 02886

Mailing Address

Phone number

(401) 921-2000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Peter M. Gervais

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BENTLEY WEALTH ADVISORS, LLC

BENTLEY WEALTH ADVISORS, LLC

1ST GLOBAL CAPITAL CORP.

1ST GLOBAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2016

SIE

Date: 6/12/2018

Series 7

Date: 7/8/2016

Current Firm

BENTLEY WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

BENTLEY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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