about us

Petersen Advisors has its roots in a family-owned broker-dealer established in the mid- 1990s. Continuing our culture of sound investment principles and integrity, we have comprised a team of experienced industry executives with vast collective knowledge and skill. Headquartered in Wall, New Jersey, we serve a worldwide clientele, maintaining broad reaching, long-term relationships with some of the world’s largest financial service companies.

We pride ourselves on our foundational belief that a truly state-of-the-art firm must provide both exceptional results and excellent service. At Petersen Advisors, we focus on building open and honest relationships with our clients to fully understand how to best serve them, providing personalized service for both short-term and long-term financial strategizing. Our financial advisors utilize a large range of products and services to offer timely, research-based advice and creative solutions customized for each client’s individual investment plan.

Check the background of this firm on FINRA’s BrokerCheck.

You can count on Petersen Advisors to provide you with 3 things: honesty, integrity and creative solutions

Securities and investment advisory services offered through Cadaret, Grant & Co., Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA

This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.