Peter Hugh Berenson

Current Employers

Cpasset Management, Inc.

Newton, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	1997-04-12

MA RA
APPROVED

Since 1997-04-12

Branch Locations

Newton, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cpasset Management, Inc.	Newton	MA	03/1997	Present

03/1997 → Present

Cpasset Management, Inc.

Newton, MA

Other Businesses

NAME OF OBA: PETER BERENSON, CPA; ADDRESS OF OBA: NEWTON, MA 02465; NATURE: BOOKKEEPING, GENERAL BUSINESS CONSULTING, COORDINATE FAMILY MEETINGS AND COORDINATE WITH INDEPENDENT ACCOUNTANTS; INVESTMENT RELATED: NO; TITLE WITH OBA: ACCOUNTANT / CPA; DUTIES: BOOKKEEPING, GENERAL BUSINESS CONSULTING, COORDINATE FAMILY MEETINGS AND COORDINATE WITH INDEPENDENT ACCOUNTANTS; START DATE: 01/01/2013; APPROX. NUMBER OF HOURS/MONTH: 11; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 11

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-02-04

S65 Uniform Investment Adviser Law Examination

1997-02-04

Designations

Other Names

Peter Berenson

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