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Megan Winchell Peter

LARKIN POINT INVESTMENT ADVISORS LLC·RUMSON, New Jersey
Unclaimed Profile
47 WEST RIVER ROAD, RUMSON, NJ 07760CRD# 6131817Firm CRD# 165714
01

About

Megan Winchell Peter is a registered financial advisor based in RUMSON, New Jersey, affiliated with LARKIN POINT INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
LARKIN POINT INVESTMENT ADVISORS LLC
LARKIN POINT INVESTMENT ADVISORS LLC
AUM
$10M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LARKIN POINT INVESTMENT ADVISORS LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6131817
Firm CRD# 165714
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Megan Winchell Peter offer?
Megan Winchell Peter specializes in Investment Management. Contact their office in RUMSON, New Jersey for a consultation.
What are Megan Winchell Peter's credentials?
Megan Winchell Peter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan Winchell Peter located?
Megan Winchell Peter is based in RUMSON, New Jersey, working with LARKIN POINT INVESTMENT ADVISORS LLC. Their office serves clients in the RUMSON metropolitan area and surrounding communities.
How does Megan Winchell Peter charge for services?
Megan Winchell Peter'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 LARKIN POINT INVESTMENT ADVISORS LLC?
LARKIN POINT INVESTMENT ADVISORS LLC has approximately 8 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RUMSON
Michael Lawrence Winchell — LARKIN POINT INVESTMENT ADVISORS LLCMichael F Breitenbach — LARKIN POINT INVESTMENT ADVISORS LLCChristopher Paul Bernard — BERNARD CAROLI WEALTH MANAGEMENT INC.John Arthur Caroli — BERNARD CAROLI WEALTH MANAGEMENT INC.Geoffrey Samuel Winchell — LARKIN POINT INVESTMENT ADVISORS LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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