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Peter Sayre

34 Years of Experience
Ruskin, FL
1 DisclosureBroker

Peter Sayre is a registered investment advisor at Wells Fargo Advisors, based in Ruskin, FL, with 34 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

934 Cypress Village Blvd, Ste B, Ruskin, FL, 33573

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History

Regulatory History (1)
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Customer Dispute
April 2015
Settled
Other Business Activities

Peter is co-trustee of his mother's trust and trustee of his deceased father's trust. He also owns 100% of 934 B Cypress Village Blvd, LLC with his spouse, and is a managing partner of Cypress Wealth Management, dedicating full-time hours to this role.

Employment History
Current Registrations
Wells Fargo Advisors
August 2019 - Present · 6 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - August 2019 · 11 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - August 2019 · 11 yrs 7 mos
A. G. Edwards & Sons, INC.
July 1994 - January 2008 · 13 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
November 1991 - January 2008 · 16 yrs 2 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAILINKSMAMDMEMIMSMTNCNENJNYOHPASCTNTXVAWAWIWV
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 Sayre - Financial Advisor | TrueAdvisor