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Shimkus, Peter E

Location not listed. Legal name: Shimkus, Peter Edward

1 advisor$26.4 million managed

About the firm

A combined brokerage and advisory firm. It manages about $26.4 million for roughly 36 individual clients. Services include investment management for individuals and small businesses.

How they work

How they’re paid ?A percentage of the assets they manage; Commissions on some products
Typical client size ?$732,940
Assets under management ?$26.4 million
Individual clients36
Median years of experience45
FoundedNot stated

Some advisors here are also registered brokers, so they can offer both fee-based advice and commission-based products. Ask which applies to your accounts.

Services

Investment management for individuals and small businesses

Advisors at Shimkus, Peter E

1Advisors
45Median years of experience
1States with offices
–Offices
1 advisor · Shimkus, Peter E
Shimkus, Peter E
45yrs
Peter Shimkus
Financial advisor
8 Lynbrook Road
Southboro, MA 01772
Top 1% by experience in Massachusetts
Fiduciary
Call Directions

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Also known as

Shimkus, Peter Edward

About Shimkus, Peter E

How do I contact Shimkus, Peter E?

Call the main office at (508) 414-2438. The main office is at , .

How is Shimkus, Peter E paid?

The firm reports being paid by a percentage of the assets they manage, commissions on some products. Ask for your total yearly cost in dollars.

What services does Shimkus, Peter E offer?

Investment management for individuals and small businesses.

How many advisors work at Shimkus, Peter E?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.