Peter Leslie Bermont

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Miami, FL
• 03/1999 → Present
  Mesznik
  Ridgefield, CT

Previous Registrations

• 2005-06-17 → 2013-02-13
  Morgan Keegan & Company, Llc
  Coral Gables, FL
  Coral Gables, FL
• 1991-04-17 → 2005-05-02
  Citigroup Global Markets Inc.
  Miami, FL

Other Businesses

1) Name of Business: Jackson Hospital Address: 3427 North Moorings Way, Miami, FL, 33133, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Subcommittee Member Investment Related: No Start Date: 10/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory Committee for the Hospital Pension (2) Name of Business: Moorings Property Owners Assn Address: 3427 North Moorings Way, Miami, FL, 33133, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 11/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: attend meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-21
• S63 Uniform Securities Agent State Law Examination
  1984-02-20

Other Names

• Peter Bermont