TrueAdvisor
TrueAdvisor
PT
PT

Peter Tedde

Stonex Advisors INC.
34 Years of Experience
Youngstown, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Tedde is a registered investment advisor at Stonex Advisors INC., based in Youngstown, OH, with 34 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,843 clients with $5.1B in assets under management.

Stonex Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
233 advisors
Number of Clients
9,843 clients
Average Client Portfolio
$517K average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiated between the client and financial advisor up to a maximum annualized rate of 2.00% for standard assets and 1.50% for annuity allocations. Subject to a minimum annual fee of $200 or 0.10%, whichever is greater ($300 for Unified Managed Accounts). American Funds F2 platform has a separate tiered schedule of 0.80% and 0.55%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4800 Belmont Ave, Suite C, Youngstown, OH, 44505

Get directions

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 2007
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter works as an insurance agent, focusing on sales and earning commissions. This activity requires minimal time commitment.

Employment History
Current Registrations
Stonex Advisors INC.
January 2015 - Present · 11 yrs 9 mos
Stonex Securities INC.Broker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
July 2000 - January 2015 · 14 yrs 6 mos
Wrp Investments, INC.Broker
March 1998 - September 2014 · 16 yrs 6 mos
Royal Alliance Associates, INC.Broker
February 1994 - March 1998 · 4 yrs 1 mo
American Express Financial Advisors INC.Broker
September 1992 - February 1994 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
September 1992 - February 1994 · 1 yr 5 mos
State Registrations15 states
AZCAFLINMIMNMSNCNMOHPASCTXVAWA
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.
More Advisors
More financial advisors in Youngstown, OH →All financial advisors in Ohio →
Peter Tedde - Financial Advisor | TrueAdvisor