PS
PS

Peter Stewart

36 Years of Experience
St. Louis, MO
Broker

Peter Stewart is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 36 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

One North Jefferson Avenue, Mail Code: H0004-05E, St. Louis, MO, 63103

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
June 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors
July 2018 - Present · 8 yrs
Wells Fargo Clearing Services, LLC
July 2018 - Present · 8 yrs
Wells Fargo Clearing Services, LLCBroker
July 2018 - Present · 8 yrs
Previous Registrations
Securities America Advisors, INC.
November 2013 - March 2018 · 4 yrs 4 mos
Securities America, INC.Broker
January 2007 - March 2018 · 11 yrs 2 mos
Wm Financial Services, INC.Broker
March 2002 - November 2005 · 3 yrs 8 mos
Charles Schwab & CO., INC.Broker
January 1989 - March 2002 · 13 yrs 2 mos
The Stuart-James Company, IncorporatedBroker
April 1988 - September 1988 · 5 mos
State Registrations1 state
NC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.