Peter Sartori

from Excel Securities & Associates,inc.
SEC regulated
Regulated Investment Advisor
Peter Sartori is a financial advisor based in New York, Rochester, with 3 years of experience. Peter currently works for Excel Securities & Associates,inc.. Peter maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Peter Sartori works at Excel Securities & Associates,inc.
Excel Securities & Associates,inc. is a financial advisor based in Rochester, New York. It currently has around $300,866,360 of assets under management and employs approximately 24 people. The main advice areas covered by Excel Securities & Associates,inc. are: financial planning services, portfolio management for individuals and/or small businesses and pension consulting services. Excel Securities & Associates,inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
and a percentage of assets under your management
Office location
200 Canal View Blvd., Suite 204, Rochester, New York, 14623

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