Peter Derensis is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Norwich, NY, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6403 County Road 32, Norwich, NY, 13815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a finance committee member for Chenango Valley Home, has 100% ownership of Peter Derensis, Inc, and 34% ownership of Norwich Wealth Management LLC. He also serves as co-trustee for Norwich Wealth Management, LLC's 401k and trustee for his aunt and uncle, dedicating minimal time to these activities.
Employment History
Current Registrations
&partners
&partnersBroker
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Cibc World MarketsBroker
Bear, Stearns & CO. INC.Broker
State Registrations25 states
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