PL
PL

Peter Leuty

20 Years of Experience
Reno, NV
3 DisclosuresBroker

Peter Leuty is a registered investment advisor at Wells Fargo Advisors, based in Reno, NV, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6900 S Mccarran Blvd, Ste 1030, Reno, NV, 89509

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2021
Final
Customer Dispute
September 2009
Settled
Customer Dispute
August 2008
Denied
Other Business Activities

Peter works as a baseball umpire for All World Sports and officiates youth sports for Washoe Little League. These activities are not investment-related and take about 10-20% of his time combined.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2022 - Present · 4 yrs
Wells Fargo Advisors
May 2022 - Present · 4 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2009 - May 2022 · 12 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2009 - May 2022 · 12 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 2006 - August 2008 · 2 yrs 7 mos
Charles Schwab & CO., INC.
January 2006 - August 2008 · 2 yrs 7 mos
Morgan Stanley
March 2005 - June 2005 · 3 mos
Morgan Stanley Dw INC.Broker
October 2004 - June 2005 · 8 mos
Schonfeld Securities, LLCBroker
July 2001 - May 2002 · 10 mos
State Registrations1 state
NV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Peter Leuty - Financial Advisor | TrueAdvisor