Peter Mureddu

33 Years of Experience

Providence, RI

1 DisclosureBroker

Peter Mureddu is a registered investment advisor at Advice and Planning Services, based in Providence, RI, with 33 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services

Compensation

Fee-Only (% of Portfolio)

Firm Size

1692 advisors

Number of Clients

72,503 clients

Average Client Portfolio

$523K average

Assets Under Management

$37.9B

Fee Structure

Minimum Investment:$5K

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.15%

Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

500 Exchange Street, Suite 8-100, Providence, RI, 02903

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History

Regulatory History (1)

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.

Customer Dispute

January 2005

Withdrawn

View Full SEC Report How to Read Disclosures

Employment History

Previous Registrations

Cco Investment Services CORP.

October 2003 - September 2012 · 8 yrs 11 mos

Cco Investment Services CORP.Broker

October 2003 - September 2012 · 8 yrs 11 mos

Quick & Reilly, INC.

December 2002 - October 2003 · 10 mos

Quick & Reilly, INC.Broker

September 2000 - October 2003 · 3 yrs 1 mo

Fis Securities, INC.Broker

August 1996 - September 2000 · 4 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 1993 - August 1996 · 3 yrs

First Investors CorporationBroker

January 1993 - June 1993 · 5 mos

Metropolitan Life Insurance CompanyBroker

August 1992 - January 1993 · 5 mos

Metlife Securities INC.Broker