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Peter Stanley Hagerman

HALLMARK CAPITAL MANAGEMENT INC·WAYNE, New Jersey
Unclaimed Profile
1195 HAMBURG TURNPIKE, WAYNE, NJ 07470-5055CRD# 1057336Firm CRD# 108879
01

About

Peter Stanley Hagerman is a registered financial advisor based in WAYNE, New Jersey, affiliated with HALLMARK CAPITAL MANAGEMENT INC. 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
VALLEY WEALTH MANAGERS, INC.
VALLEY WEALTH MANAGERS, INC.
AUM
$2.2B
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at VALLEY WEALTH MANAGERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1057336
Firm CRD# 108879
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Stanley Hagerman offer?
Peter Stanley Hagerman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYNE, New Jersey for a consultation.
What are Peter Stanley Hagerman's credentials?
Peter Stanley Hagerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Stanley Hagerman located?
Peter Stanley Hagerman is based in WAYNE, New Jersey, working with HALLMARK CAPITAL MANAGEMENT INC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Peter Stanley Hagerman charge for services?
Peter Stanley Hagerman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALLMARK CAPITAL MANAGEMENT INC?
HALLMARK CAPITAL MANAGEMENT INC has approximately 52 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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