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Vice President, Secretary and Chief Compliance Officer · Beese Fulmer Private Wealth Management

Nicholas T. Perini

CRD 5102074 · Named on Form ADV at one SEC-registered adviser

At a glance

Beese Fulmer Private Wealth Management, an SEC-registered wealth manager based in Canton, OH with $2.1 billion in regulatory assets, lists Nicholas T. Perini on its Form ADV as Vice President, Secretary and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Nicholas’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

  • Ryan T. FulmerPresident and Treasurer, Beese Fulmer Private Wealth Management

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