Peta Sklarz
Peta Sklarz is a registered investment advisor at Raymond James & Associates, INC., based in Beverly Hills, CA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9595 Wilshire Blvd., SUITE 801 and 200, Beverly Hills, CA, 90212
Get directionsHistory
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 Activities
Peta owns WomanWhy, where she creates and sells art, starting in November 2023. She dedicates a few hours per week to this business, none of which occur during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations51 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.