Peter Shimkus
Advisor at Shimkus, Peter E
Updated today
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
Shimkus, Peter E
Location
Southboro, MA 01772
Credentials
Series 63, Series 65
Industry experience
50 years
About
Peter Shimkus is the sole advisor at Shimkus, Peter E, an independent firm based in Southboro, Massachusetts. He holds Series 63 and Series 65 licenses and has 50 years of industry experience, including roles at Chauner Securities and Michel Associates Ltd. since the early 1990s. His firm manages approximately $23.55 million for around 32 clients, primarily individuals, families, trusts, and custodial accounts. The firm offers fee-based portfolio management and financial planning with a focus on long-term, asset allocation-driven strategies using no-load mutual funds, ETFs, and occasionally individual equities, incorporating tax-aware active and passive management. Client objectives and risk tolerance are established through questionnaires, with client-imposed restrictions accommodated.
Fee options
0.40% to 1.00% annually, negotiable depending on size and complexity
Up-front commissions on private real estate investments sold through Chauner Securities, Inc.
Account minimum: $200,000 Fee-only: Fee based on percentage of AUM, no commissions on no-load mutual funds
Location
8 Lynbrook Road
Southboro, MA 01772
Most active in
Peter S has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
Chauner Securities
2000 - Present (26 years)
Peter Shimkus
1993 - Present (33 years)
Michel Associates Ltd.
1991 - Present (35 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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