Business Description

Oakhurst Wealth Management is focused on helping clients plan for a successful retirement.The firm is dedicated to delivering a customized plan based on clients goals. We are focused on being an advocate for clients and not just a product distributor. Educating our clients is the corenerstone of our philosophy.

General Information

Gender:

Male

CRD#:

2425629

SEC File#:

801-30780

Name of Broker/Dealer:

VSR Financial Services

States Licensed in:

NJ, PA

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Prior to establishing Oakhurst Wealth Management LLC, Peter was responsible for the Recruitment and Training of Financial Services Associates at Prudential Financial. He developed their skills and provided education around financial concepts. Prior to joining Prudential he worked as a Financial Advisor with Wachovia Securities and predecessor First Union for nine years where he managed client portfolios again utilizing a holistic financial planning style. He coordinated discussion groups among advisors to share ideas and Best Practices. He also trained and developed Financial Specialists at the branch level. Prior to Wachovia Securities, he held positions with JP Morgan as a Trust Tax Administrator and Securities Specialist.

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

Bachelors in Accounting - Rutgers University

Services

Investment Types:

Stocks, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

Masters in Financial Services (MSFS)

Securities Licenses:

Series 63, Series 7, Series 26, Series 65

Insurance and Annuity Licenses:

Annuity, Disability, Long Term Care, Life

Non-Financial Organization Memberships:

Chamber of Commerce Southern New Jersey
Rutgers Alumni Association
Saint Joseph's Alumni Association

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets

Prepared By:

Peter Sciortino

Most Recent Update:

12/01/2008