David Peichert
David Peichert is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Middletown, CT, with 41 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
90 Court St Suite 207, Middletown, CT, 06457
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2009Criminal
October 1980Other Business ActivitiesSells Insurance
David is a co-owner of Concentric Brewing Company, a brewery, dedicating a few hours per week. He also owns Peichert Wealth Management, LLC and works full-time in sales and service of fixed insurance products. Additionally, David is an independent insurance agent, dedicating minimal time to sales of fixed insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.