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RIA / WealthAdvisor14 years in industry

PETER DIZDAR

Advisor at PALUMBO WEALTH MANAGEMENT LLC

Berkeley Heights, NJ | Westfield, NJ | GREAT NECK, NY

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Search this name across graphsid dfx:ria:e06c42e9-665f-8c5a-ed9f-d626021e7bcf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PALUMBO WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 11, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jan 11, 2012
First registration: Mar 7, 2012
Dual registered: no
Other names: Pete Dizdar
IAPD individual key: 6005498

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PALUMBO WEALTH MANAGEMENT LLC	Independent wealth	Mar 9, 2021	n/a	yes	GREAT NECK, NY\|Westfield, NJ\|Berkeley Heights, NJ	Current employment
ESI FINANCIAL ADVISORS	Independent wealth	Feb 14, 2019	Feb 23, 2021	no	WHITE PLAINS, NY\|WHITE PLAINS, NY\|NEW YORK, NY	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 10, 2017	Jan 23, 2019	no	NEW YORK, NY	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Oct 13, 2015	Dec 7, 2016	no	APPLETON, WI\|Brooklyn, NY\|CLIFTON, NJ\|BROOKLYN, NY\|BROOKLYN, NY\|BROOKLYN, NY\|MILLBURN, NJ\|MADISON, NJ\|SOUTH ORANGE, NJ\|QUEENS, NY\|MORRISTOWN, NJ\|MONTCLAIR, NJ\|MORRIS PLAINS, NJ\|CHATHAM, NJ\|SUCCASUNNA, NJ	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 7, 2012	Jan 12, 2015	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ESI FINANCIAL ADVISORS	PALUMBO WEALTH MANAGEMENT LLC	Feb 23, 2021	Mar 9, 2021	14	Firm change	Ibd to RIA
EQUITABLE ADVISORS, LLC	ESI FINANCIAL ADVISORS	Jan 23, 2019	Feb 14, 2019	22	Firm change	Ibd to ibd
INVEST FINANCIAL CORPORATION	EQUITABLE ADVISORS, LLC	Dec 7, 2016	Mar 10, 2017	93	Firm change	Other
EQUITABLE ADVISORS, LLC	INVEST FINANCIAL CORPORATION	Jan 12, 2015	Oct 13, 2015	274	Firm change	Other

Relationships

Registered with (4)

→ PALUMBO WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Mar 9, 2021 to presentfactForm ADV
→ ESI FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Feb 14, 2019 to Feb 23, 2021factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 10, 2017 to Jan 23, 2019factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Oct 13, 2015 to Dec 7, 2016factForm ADV

Dated events

No dated event names this entity yet.