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Peter Boyd Coz

LUMBARD & KELLNER, LLC·HOLLIS, New Hampshire
Clean recordLUMBARD & KELLNER, LLC
5 HUTCHINGS DRIVE, HOLLIS, NH 03049-0749CRD# 4512739Firm CRD# 117196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Boyd Coz · HOLLIS, NH
Registration
CRD #4512739 · LUMBARD & KELLNER, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Boyd Coz is a registered financial advisor based in HOLLIS, New Hampshire, affiliated with LUMBARD & KELLNER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
LUMBARD & KELLNER, LLC
LUMBARD & KELLNER, LLC
AUM
$351M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LUMBARD & KELLNER, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4512739
Firm CRD# 117196
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Boyd Coz offer?
Peter Boyd Coz specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOLLIS, New Hampshire for a consultation.
What are Peter Boyd Coz's credentials?
Peter Boyd Coz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Boyd Coz located?
Peter Boyd Coz is based in HOLLIS, New Hampshire, working with LUMBARD & KELLNER, LLC. Their office serves clients in the HOLLIS metropolitan area and surrounding communities.
How does Peter Boyd Coz charge for services?
Peter Boyd Coz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUMBARD & KELLNER, LLC?
LUMBARD & KELLNER, LLC has approximately 4 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LUMBARD & KELLNER, LLC

Anne Russell
HOLLIS, NH
Gordon Alan Russell
HOLLIS, NH
John Ashmore Lumbard
HOLLIS, NH
Michael Allen Collora
HOLLIS, NH
Drew Dawson Kellner
HOLLIS, NH
James B Conway
HOLLIS, NH

More Advisors in HOLLIS, New Hampshire

Jean Ashmore Lumbard
LUMBARD & KELLNER, LLC·HOLLIS, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)EXETER (18)PETERBOROUGH (9)NEW LONDON (7)WOLFEBORO (7)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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