Peter D'Agati
Stembrook Asset Management · Jersey City, New Jersey
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.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
- Divorced individuals
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 |
| Assets under management | $147.5M across 153 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ, NY · CRD 2406649 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stembrook.com |
| Profile |
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Questions about Peter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Stembrook Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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