Advisor at Conservative Equity Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Conservative Equity Investment Advisors
Location
Gloversville, NY
Credentials
Series 65
Industry experience
16 years
Peter Psaras is a financial advisor with Conservative Equity Investment Advisors in Gloversville, NY, holding a Series 65 credential and 16 years of industry experience. He has worked at Sia Capital Management Inc. since 2013 and is CEO of Mycroft Mall LLC, which operates an online retail directory. Psaras is also a compensated writer for Seeking Alpha, where he publishes articles on stocks, politics, and the economy. Conservative Equity Investment Advisors provides discretionary portfolio management focused on publicly traded equities for individuals, high-net-worth clients, and family trusts. The firm uses a proprietary "Friedrich Algorithm" combined with fundamental, qualitative, and quantitative analysis to guide long-term investment decisions and maintains individualized investment policy statements for clients.
Based on Conservative Equity Investment Advisors
A select few clients are charged a fixed fee; specific amounts are negotiable and outlined in the Investment Advisory Contract
1% annually
Account minimum: $100,000 (may be waived)
Gloversville, NY
New York · Washington
Sia Capital Management Inc.
2013 - Present (13 years)
Sia Charts Llc
2012 - Present (14 years)
Mycroft Mall Llc
2010 - Present (16 years)
Mycroft Research Llc
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Johnstown, NY
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
CFP®, Series 66
Amsterdam, NY
Mariner
Series 66
Gloversville, NY
key Investment Services LLC
Series 63, Series 65
Amsterdam, NY
GWN Securities Inc.
Series 63, Series 65
Johnstown, NY
GWN Securities Inc.
CFP®, Series 66
Caroga Lake, NY
Schwab Wealth Advisory
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")