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LLC Member/owner · Amidon & Petersen Financials, LLC

Diane B Petersen

CRD 6888358 · Named on Form ADV at one SEC-registered adviser

At a glance

Amidon & Petersen Financials, LLC, an SEC-registered wealth manager based in Albany, NY with $39 million in regulatory assets, lists Diane B Petersen on its Form ADV as LLC Member/owner, a control person.

Firms and roles

AtlasMembers

Diane’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Diane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.