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Peter N
Series 63, Series 66
South Burlington, VT
Elevatus Wealth Management, LLC
Peter Newman is a financial advisor at Elevatus Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. In addition to his advisory role, he is a licensed insurance agent servicing clients with insurance needs. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients, offering discretionary investment management, financial planning, and trustee services. The firm employs both active and passive strategies, including access to third-party models, alternatives, options, and digital assets.
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