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Peter Souren Anastasian

CJM WEALTH MANAGEMENT LLC·DEER PARK, New York
SIE, Series 6, Series 7, Series 63, Series 655 years registeredCJM WEALTH MANAGEMENT LLC
724 LONG ISLAND AVENUE, DEER PARK, NY 11729CRD# 3126096Firm CRD# 154712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Souren Anastasian · DEER PARK, NY
Registration
CRD #3126096 · CJM WEALTH MANAGEMENT LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Mar 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · March 17, 2021
Years registered · 5
03

Disclosure History

2002Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CJM WEALTH MANAGEMENT LLC
CRD 154712 · SEC 801-77160
AUM
$430M
Regulatory assets under management
Employees
8
525 client accounts
Services offered by CJM WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CJM WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Peter Souren Anastasian offer?
Peter Souren Anastasian specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DEER PARK, New York for a consultation.
What are Peter Souren Anastasian's credentials?
Peter Souren Anastasian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Souren Anastasian located?
Peter Souren Anastasian is based in DEER PARK, New York, working with CJM WEALTH MANAGEMENT LLC. Their office serves clients in the DEER PARK metropolitan area and surrounding communities.
How does Peter Souren Anastasian charge for services?
Peter Souren Anastasian'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 CJM WEALTH MANAGEMENT LLC?
CJM WEALTH MANAGEMENT LLC has approximately 8 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CJM WEALTH MANAGEMENT LLC

Charles Joseph Massimo
DEER PARK, NY
Micah Bielski
DEER PARK, NY
Kelly Antoinette Fiume
DEER PARK, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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