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Peter James Hark

SHELTER HARBOR ADVISORS, LP·WEATOGUE, Connecticut
Clean recordSHELTER HARBOR ADVISORS, LP
92 HOPMEADOW ST., WEATOGUE, CT 06089CRD# 2521845Firm CRD# 285752

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter James Hark · WEATOGUE, CT
Registration
CRD #2521845 · SHELTER HARBOR ADVISORS, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter James Hark is a registered financial advisor based in WEATOGUE, Connecticut, affiliated with SHELTER HARBOR ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SHELTER HARBOR ADVISORS, LP
SHELTER HARBOR ADVISORS, LP
AUM
$201M
Regulatory assets under management
Employees
3
Total firm employees
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Regulatory
SEC/IARD CRD# 2521845
Firm CRD# 285752
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05

Frequently Asked Questions

What services does Peter James Hark offer?
Peter James Hark specializes in Retirement Planning. Contact their office in WEATOGUE, Connecticut for a consultation.
What are Peter James Hark's credentials?
Peter James Hark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter James Hark located?
Peter James Hark is based in WEATOGUE, Connecticut, working with SHELTER HARBOR ADVISORS, LP. Their office serves clients in the WEATOGUE metropolitan area and surrounding communities.
How does Peter James Hark charge for services?
Peter James Hark's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHELTER HARBOR ADVISORS, LP?
SHELTER HARBOR ADVISORS, LP has approximately 3 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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