Timothy Peyko
Timothy Peyko is a registered investment advisor at Cetera Investment Advisers LLC, based in S Burlington, VT, with 32 years of industry experience. Timothy 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
S Burlington, VT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is a partner at Castle Advisors, selling investment and insurance products, dedicating about a quarter of his time. He also works as a product specialist at Highland Capital Brokerage and is the founder/chairman of Strategic Benefits Group LLC, both focused on insurance sales, and sells fixed insurance with various companies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
NFP Securities, INC.
NFP Securities, INC.
NFP Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities Corporation
Mony Securities CorporationBroker
State Registrations6 states
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