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FIND A PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC FINANCIAL ADVISOR NEAR ME

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CRD#: 143809
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC is located at 190 Middle Street Suite 301, Portland, ME 04101 and was first established at Boston, New York in 01/23/2007. After operating for 19 years, PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC Comes From

Understanding the Statistics for PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Firm Size
Small
Phone Number
(207) 553-7110
Established
New York since 01/23/2007
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
TAYLOR, GORDON BURDETTECHIEF COMPLIANCE OFFICER/VICE PRESIDENT2990648

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Advisor's working at PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

MH

Michael Katsumi Hirai

Michael Hirai, Mike Hirai
IAR
RR
CRD#: 2956912
Location:
Dallas, TX 75201-2761
Company:
BARROW HANLEY GLOBAL INVESTORS
Disclosures:
Experience:
20 years
View Profile
TC

Teresa Maria Kazmierski Cowan

Teresa Maria Kazmierski
RR
CRD#: 1544189
Location:
Portland, ME 04101
Company:
QUASAR DISTRIBUTORS, LLC
Disclosures:
Experience:
38 years
View Profile
TC

Thomas Joseph Celestino

Tom Celestino
RR
CRD#: 1755816
Location:
Portland, ME 04101
Company:
FUNDS DISTRIBUTOR, LLC
Disclosures:
Experience:
38 years
View Profile
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