Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
4yrs
Peter Perez
Financial advisor at Park Avenue Securities
Peter Perez is a fiduciary financial advisor in San Antonio, Texas, with 4 years in the industry. Peter joined Park Avenue Securities in 2023, after less than a year at Principal Asset Management. Park Avenue Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeSan Antonio, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowPark Avenue Securities LLCCurrent firm
- May 2023 – Sep 2023Principal Asset ManagementPreviously
Contact Peter
(888) 600-4667Firm headquarters in New York, NY. Ask for Peter. San Antonio, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Park Avenue Securities at (888) 600-4667 and ask for Peter Perez. Peter works from the San Antonio, TX office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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