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Peter Christian Andersen

CONGRESS WEALTH MANAGEMENT LLC·BOSTON, Massachusetts
Clean record14 years registeredCONGRESS WEALTH MANAGEMENT LLC
250 NORTHERN AVENUE, BOSTON, MA 02210CRD# 2397678Firm CRD# 149446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Christian Andersen · BOSTON, MA
Registration
CRD #2397678 · CONGRESS WEALTH MANAGEMENT LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

INTEGRATED ADVISORS NETWORK LLC
Jan 2018 – present
CONGRESS WEALTH MANAGEMENT LLC
Aug 2013 – Dec 2016
BOSTON, MA
CONGRESS ASSET MANAGEMENT COMPANY, LLP
Sep 2011 – Dec 2016
BOSTON, MA
02

Registrations & Exams

Registration record
First registered · September 26, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONGRESS WEALTH MANAGEMENT LLC
CRD 149446 · SEC 801-69988
AUM
$2.3B
Regulatory assets under management
Employees
27
2,484 client accounts
Services offered by CONGRESS WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CONGRESS WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Peter Christian Andersen offer?
Peter Christian Andersen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Peter Christian Andersen's credentials?
Peter Christian Andersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Christian Andersen located?
Peter Christian Andersen is based in BOSTON, Massachusetts, working with CONGRESS WEALTH MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Peter Christian Andersen charge for services?
Peter Christian Andersen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONGRESS WEALTH MANAGEMENT LLC?
CONGRESS WEALTH MANAGEMENT LLC has approximately 27 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jennifer Rice Gates
BOSTON, MA

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Research
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