# Peter D'Agati

> Peter D'Agati is a fee-only financial advisor at Stembrook Asset Management in Jersey City, New Jersey, who holds the CFA credential. Peter charges a percentage of assets (a $2,000,000 asset minimum) and focuses on estate & legacy planning, tax planning and divorce financial planning.

Page: https://find.wellspent.co/advisors/peter-d-agati/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stembrook Asset Management
- **Based in:** Jersey City, New Jersey
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $2,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $147.5M across 153 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning, Divorce financial planning, Small business owners, Family wealth transfer
- **Works with:** Executives, Founders, Multi-generational families, Divorced individuals
- **CRD:** 2406649 (https://adviserinfo.sec.gov/individual/summary/2406649)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Exams passed:** Series 63 (1998), Series 65 (1999)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.stembrook.com

## Frequently asked questions

### Is Peter D'Agati a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Stembrook Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Peter charge for financial advice?

Peter charges a percentage of assets.

### How much does Peter charge?

According to Stembrook Asset Management's website, checked October 30, 2026: a $2,000,000 asset minimum.

### Where is Peter D'Agati based?

Peter D'Agati is based in Jersey City, New Jersey.

### What does Peter specialize in?

Peter's specialties include estate & legacy planning, tax planning, divorce financial planning, small business owners and family wealth transfer. Peter works with executives, founders, multi-generational families and divorced individuals.

### What credentials does Peter D'Agati hold?

Peter D'Agati holds the CFA credential.

### Is Peter D'Agati registered with the SEC?

Yes. Peter D'Agati is registered as an investment adviser representative in NJ and NY (CRD 2406649), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stembrook Asset Management manage?

Stembrook Asset Management reports $147.5M across 153 accounts in assets under management.

### How do I contact Peter D'Agati?

Through Peter's website, www.stembrook.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2406649): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://stembrook.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.