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Peter Richard Gelb

NEW WORLD ADVISORS LLC·HINGHAM, Massachusetts
Unclaimed Profile
350 LINCOLN STREET, HINGHAM, MA 02043CRD# 2542816Firm CRD# 296798
01

About

Peter Richard Gelb is a registered financial advisor based in HINGHAM, Massachusetts, affiliated with NEW WORLD ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEW WORLD ADVISORS LLC
NEW WORLD ADVISORS LLC
AUM
$549M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at NEW WORLD ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2542816
Firm CRD# 296798
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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