AdvisorOS Directory
Claim Profile
MP

Michael Joseph Petri

SUMMER STREET CAPITAL PARTNERS, LLC·BUFFALO, New York
Unclaimed Profile
70 WEST CHIPPEWA STREET, BUFFALO, NY 14202CRD# 6179479Firm CRD# 161009
01

About

Michael Joseph Petri is a registered financial advisor based in BUFFALO, New York, affiliated with SUMMER STREET CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SUMMER STREET CAPITAL PARTNERS, LLC
SUMMER STREET CAPITAL PARTNERS, LLC
AUM
$255M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SUMMER STREET CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6179479
Firm CRD# 161009
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BUFFALO?

Browse all registered financial advisors in BUFFALO, New York or claim this profile if it's yours.

Browse BUFFALO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Joseph Petri offer?
Michael Joseph Petri specializes in Retirement Planning. Contact their office in BUFFALO, New York for a consultation.
What are Michael Joseph Petri's credentials?
Michael Joseph Petri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Petri located?
Michael Joseph Petri is based in BUFFALO, New York, working with SUMMER STREET CAPITAL PARTNERS, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does Michael Joseph Petri charge for services?
Michael Joseph Petri's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMER STREET CAPITAL PARTNERS, LLC?
SUMMER STREET CAPITAL PARTNERS, LLC has approximately 7 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BUFFALO
C. Teo Balbach — MERCURY CAPITAL MANAGER III, LLCGeorge Wesley Laub — LAUB GEORGE WESLEYFrances Miley — HUDSON ADVISOR SERVICES, INC.William Norton Hudson — HUDSON ADVISOR SERVICES, INC.Charles W. Banta — MERCURY CAPITAL MANAGER III, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile