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Peter Meizels

Wells Fargo Advisors
33 Years of Experience
Lakewood Ranch, FL
2 DisclosuresBroker
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Peter Meizels is a registered investment advisor at Wells Fargo Advisors, based in Lakewood Ranch, FL, 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Lakewood Ranch, FL

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History

Regulatory History (2)
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
March 1998
Withdrawn
Criminal
August 1982
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
October 2024 - Present · 2 yrs
Wells Fargo Clearing Services, LLCBroker
October 2024 - Present · 2 yrs
Wells Fargo Clearing Services, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Janney Montgomery Scott LLCBroker
July 2016 - October 2024 · 8 yrs 3 mos
Janney Montgomery Scott LLC
July 2016 - October 2024 · 8 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2009 - August 2016 · 7 yrs 5 mos
Stifel, Nicolaus & Company, Incorporated
March 2009 - August 2016 · 7 yrs 5 mos
Wachovia Securities, LLC
July 2003 - March 2009 · 5 yrs 8 mos
Wachovia Securities, LLCBroker
July 2003 - March 2009 · 5 yrs 8 mos
Prudential Securities Incorporated
October 2000 - July 2003 · 2 yrs 9 mos
Prudential Securities IncorporatedBroker
October 2000 - July 2003 · 2 yrs 9 mos
Salomon Smith Barney INC.Broker
July 1993 - October 2000 · 7 yrs 3 mos
State Registrations34 states
AZCACOCTDCDEFLGAHIIDILLAMAMDMEMIMNMONCNHNJNMNVNYOHORPARISCTNTXVAVTWA
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.
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