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Peter George Psaras

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Information

Firm:
Conservative Equity Investment Advisors
Ceo/Chief Compliance Officer
Type: RIA
Description

Peter Psaras is an executive and is sole owner of Conservative Equity Investment Advisors, a $5M RIA. Peter has held an industry securities registration for 5 years and is subject to SEC oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
Sia Capital Management Inc. 2 years, 8 months Jan 2013 - Present
Sia-Charts LLC 3 years, 5 months Apr 2012 - Present
Mycroft Mall LLC 5 years, 3 months Jun 2010 - Present
Conservative Equity Investment Advisors 6 years, 1 month Aug 2009 - Present
Mycroft Research LLC. (147961) 6 years, 5 months Apr 2009 - Present
Firerock Research 2 years, 3 months Jan 2007 - Apr 2009
Right Time Investing 1 year, 10 months Mar 2005 - Jan 2007
Exams
ExamSeriesPassed Date
Uniform Investment Adviser Law ExaminationSeries 65 08/03/2009

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

Peter George Psaras has not answered any questions on Financial Q&A.

Top Articles

Peter George Psaras has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

Individuals
High Net Worth Individuals
Other

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

Regulator
License Status
Registered
Disclosures

No Disclosures Found

As of Date
03/02/2015
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets