Peter Shiftouri
Orion-Archstone Asset Management · New York, New York
Peter Shiftouri is a fee-only financial advisor at Orion-Archstone Asset Management in New York, New York. Orion-Archstone Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Orion-Archstone Asset Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.8M across 4 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5027930 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Peter's firm compares
- Orion-Archstone Asset Management's average account is about $450,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Peter
Is Peter Shiftouri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Orion-Archstone 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's firm, Orion-Archstone Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Shiftouri based?
Peter Shiftouri is based in New York, New York.
Is Peter Shiftouri registered with the SEC?
Yes. Peter Shiftouri is registered as an investment adviser representative in NY (CRD 5027930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Orion-Archstone Asset Management manage?
Orion-Archstone Asset Management reports $1.8M across 4 accounts in assets under management.
How do I contact Peter Shiftouri?
Contact details aren't on file yet. Search for Orion-Archstone Asset Management.
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
- 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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