Peter Monahan
Peter Monahan is a registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth Meeting, PA, with 36 years of industry experience. Peter 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
620 W Germantown Pike, Ste 170, Plymouth Meeting, PA, 19462
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 ActivitiesSells Insurance
Peter is on the advisory board for Cedar Sands Ocean Condo Association, dedicating minimal time. He also works as an insurance agent selling various insurance products and life settlements, and owns Wealthbridge Financial, dedicating full-time hours to the latter.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
Capital Analysts, IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations24 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.