Peter Dizdar
Palumbo Wealth Management · Great Neck, New York
Peter Dizdar is a fee-only financial advisor at Palumbo Wealth Management in Great Neck, New York. Peter focuses on retirement planning, founders (pre-exit) and tax planning. Palumbo Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
Facts
| Firm | Palumbo Wealth Management |
|---|---|
| Based in | Great Neck, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $543.4M across 907 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 6005498 |
| Exams passed | Series 66 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | palumbowm.com |
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Questions about Peter
Is Peter Dizdar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Palumbo Wealth 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's firm, Palumbo Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Dizdar based?
Peter Dizdar is based in Great Neck, New York.
What does Peter specialize in?
Peter's specialties include retirement planning, founders (pre-exit), tax planning, estate & legacy planning and family wealth transfer. Peter works with founders, executives and physicians.
Is Peter Dizdar registered with the SEC?
Yes. Peter Dizdar is registered as an investment adviser representative in NJ and NY (CRD 6005498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Palumbo Wealth Management manage?
Palumbo Wealth Management reports $543.4M across 907 accounts in assets under management.
How do I contact Peter Dizdar?
Through Peter's website, palumbowm.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
- Palumbo Wealth 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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