PP
CFP
PP
CFP

Peter Pabon

37 Years of Experience
Wall, NJ
Broker

Peter Pabon is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wall, NJ, with 37 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1540 Highway 138 Ste 303, Wall, NJ, 07719

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Peter works as a financial advisor at Safe Harbor Financial LLC since 2018, spending about a quarter of his time there. The work is investment-related and involves providing financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
October 2018 - March 2024 · 5 yrs 5 mos
Capital Analysts
March 2015 - October 2018 · 3 yrs 7 mos
Lincoln Investment
March 2009 - October 2018 · 9 yrs 7 mos
Lincoln InvestmentBroker
March 2009 - October 2018 · 9 yrs 7 mos
Lincoln Financial Advisors Corporation
April 2004 - March 2009 · 4 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
December 2003 - March 2009 · 5 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
December 2003 - April 2006 · 2 yrs 4 mos
Metlife Securities INC.
July 2002 - December 2003 · 1 yr 5 mos
Metlife Securities INC.Broker
February 1990 - December 2003 · 13 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
February 1990 - December 2003 · 13 yrs 10 mos
Shearson Lehman Hutton INC.Broker
October 1988 - January 1990 · 1 yr 3 mos
State Registrations11 states
DCDEFLKYMAMINJNYPASCVT
AdvisorBrokerBoth

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