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Nicholas Traffley Perini

BEESE, FULMER INVESTMENT MANAGEMENT, INC.·CANTON, Ohio
Clean recordBEESE, FULMER INVESTMENT MANAGEMENT, INC.
4334 MUNSON STREET NW, CANTON, OH 44718CRD# 5102074Firm CRD# 109882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Traffley Perini · CANTON, OH
Registration
CRD #5102074 · BEESE, FULMER INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicholas Traffley Perini is a registered financial advisor based in CANTON, Ohio, affiliated with BEESE, FULMER INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BEESE, FULMER INVESTMENT MANAGEMENT, INC.
BEESE FULMER PRIVATE WEALTH MANAGEMENT
AUM
$1.3B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BEESE, FULMER INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5102074
Firm CRD# 109882
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Traffley Perini offer?
Nicholas Traffley Perini specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CANTON, Ohio for a consultation.
What are Nicholas Traffley Perini's credentials?
Nicholas Traffley Perini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Traffley Perini located?
Nicholas Traffley Perini is based in CANTON, Ohio, working with BEESE, FULMER INVESTMENT MANAGEMENT, INC.. Their office serves clients in the CANTON metropolitan area and surrounding communities.
How does Nicholas Traffley Perini charge for services?
Nicholas Traffley Perini's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEESE, FULMER INVESTMENT MANAGEMENT, INC.?
BEESE, FULMER INVESTMENT MANAGEMENT, INC. has approximately 6 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEESE, FULMER INVESTMENT MANAGEMENT, INC.

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Marvin L Laughlin
CANTON, OH
Ryan Thomas Fulmer
CANTON, OH
Karen R. Brown
CANTON, OH
Dennis Scott Fulmer
CANTON, OH
Lynn Scott Hamilton
CANTON, OH

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