Unclaimed Profile

Peter Richard Gelb

NEW WORLD ADVISORS LLC·HINGHAM, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean recordNEW WORLD ADVISORS LLC

350 LINCOLN STREET, HINGHAM, MA 02043CRD# 2542816Firm CRD# 296798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Richard Gelb · HINGHAM, MA

Registration

CRD #2542816 · NEW WORLD ADVISORS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW WORLD ADVISORS LLC

CRD 296798 · SEC 801-113314

AUM

$549M

Regulatory assets under management

Employees

390 client accounts

Services offered by NEW WORLD ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEW WORLD ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Peter Richard Gelb offer?

Peter Richard Gelb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HINGHAM, Massachusetts for a consultation.

What are Peter Richard Gelb's credentials?

Peter Richard Gelb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Richard Gelb located?

Peter Richard Gelb is based in HINGHAM, Massachusetts, working with NEW WORLD ADVISORS LLC. Their office serves clients in the HINGHAM metropolitan area and surrounding communities.

How does Peter Richard Gelb charge for services?

Peter Richard Gelb'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 NEW WORLD ADVISORS LLC?

NEW WORLD ADVISORS LLC has approximately 5 employees and manages $549M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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