Peter D. D'Agati- Financial Advisor New York, NY

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About Peter D. D'Agati

Our clients deeply value our personal, responsive approach to wealth management which provides you with direct access to an investment decision maker and business owner, rather than a salesperson or inexperienced advisor. You also have access to our network of high-quality professionals in tax, legal, and estate planning.

But personal service without institutional-strength investment planning isn't enough. Your investment plan is developed using our proprietary processes and state of the art tools to provide you with a sustainable portfolio that is tax-efficient, diligently monitored, and tailored to your specific needs.

Our team can also offer more complex solutions, such as trust services, options trading strategies, and guidance for executives and business owners on business sales and equity compensation plans, among others.

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General Information

Firm Start Year

2007

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science in Mathematics and Finance, with honors - Mathematics and Finance

Providence College
09/01/1990 -05/31/1993

Disclosures

https://stembrook.com/disclosures

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890290/paladinregistry-Stembrook-Asset-Management-detailed-disclosure.html

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Peter D. D'Agati

Stembrook Asset Management