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Peter Edward Mackay

BROADLEAF PARTNERS, LLC·HUDSON, Ohio
Unclaimed Profile
9 AURORA STREET, SUITE #5, HUDSON, OH 44236CRD# 7778889Firm CRD# 137433
01

About

Peter Edward Mackay is a registered financial advisor based in HUDSON, Ohio, affiliated with BROADLEAF PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
BROADLEAF PARTNERS, LLC
BROADLEAF PARTNERS, LLC
AUM
$411M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BROADLEAF PARTNERS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: ASSETS UNDER SUPERVISION
Regulatory
SEC/IARD CRD# 7778889
Firm CRD# 137433
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Edward Mackay offer?
Peter Edward Mackay specializes in Investment Management, Wealth Management. Contact their office in HUDSON, Ohio for a consultation.
What are Peter Edward Mackay's credentials?
Peter Edward Mackay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Edward Mackay located?
Peter Edward Mackay is based in HUDSON, Ohio, working with BROADLEAF PARTNERS, LLC. Their office serves clients in the HUDSON metropolitan area and surrounding communities.
How does Peter Edward Mackay charge for services?
Peter Edward Mackay's firm is compensated through percentage of aum, subscription fees, other: assets under supervision. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROADLEAF PARTNERS, LLC?
BROADLEAF PARTNERS, LLC has approximately 7 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUDSON
William Frank Hoover — BROADLEAF PARTNERS, LLCMichael Andrew Czekaj — BROADLEAF PARTNERS, LLCRandall Paul Ruggaard — RUGGAARD & ASSOCIATES, LLCMichael Ryan Cavanaugh — ELLSWORTH ADVISORS, LLCDouglas Scott Mackay — BROADLEAF PARTNERS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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