Unclaimed Profile

Peter James Nerone

GREAT AMERICAN ADVISORS, INC.·CINCINNATI, Ohio

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 26, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOChFCClean record25 years registeredGREAT AMERICAN ADVISORS, INC.

GREAT AMERICAN TOWER, CINCINNATI, OH 45202CRD# 1953641Firm CRD# 36451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter James Nerone · CINCINNATI, OH

Registration

CRD #1953641 · GREAT AMERICAN ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

MM ASCEND LIFE INVESTOR SERVICES, LLC

Jun 2001 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 26

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · June 25, 2001

Years registered · 25

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREAT AMERICAN ADVISORS, INC.

CRD 36451 · SEC 801-68927

AUM

$21M

Regulatory assets under management

Employees

16 client accounts

Services offered by GREAT AMERICAN ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GREAT AMERICAN ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Peter James Nerone offer?

Peter James Nerone specializes in Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Peter James Nerone's credentials?

Peter James Nerone holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter James Nerone located?

Peter James Nerone is based in CINCINNATI, Ohio, working with GREAT AMERICAN ADVISORS, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Peter James Nerone charge for services?

Peter James Nerone'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 GREAT AMERICAN ADVISORS, INC.?

GREAT AMERICAN ADVISORS, INC. has approximately 6 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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