Peter Popovich is a registered investment advisor at Wells Fargo Advisors, based in Bohemia, NY, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
630 Johnson Ave, Suite 103, Bohemia, NY, 11716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is the trustee for his parent's trust and the executor for his cousin's estate, both investment-related activities. Peter also has a 20% ownership stake in Premier Wealth Management, LLC, dedicating minimal time to it.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
David Lerner Associates, INC.Broker
Abn Amro Investment Services, INC.Broker
Abn Amro Securities (USA) INC.Broker
Abn Amro Investment Services, INC.Broker
Eab Securities, INC.Broker
R. W. Ellwood & CO., INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Gruntal & CO. IncorporatedBroker
Herzfeld & Stern INC.Broker
State Registrations17 states
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